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Total Wealth Planning & Management’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

Total Wealth Planning & Management’s Portfolio UPGD Stock Details UPGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$425K Hold
5,831
– – 0.31% 111
2025
Q4 		$431K Buy
+5,831
New +$434K 0.32% 95
2025
Q2 		$414K Sell
5,831
-47
-0.8% -$3.23K 0.34% 107
2025
Q1 		$412K Hold
5,878
– – 0.39% 89
2024
Q4 		$406K Buy
+5,878
New +$425K 0.37% 78

Other funds holding UPGD

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AGP
Aspire Growth Partners Miromar Lakes, Florida $146M AUM 22.8% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MQWP
Morey & Quinn Wealth Partners Omaha, Nebraska $141M AUM 17.8% 1-Year Est. Return

Total Wealth Planning & Management's UPGD Position: Q1 2026 in Review

Total Wealth Planning & Management held its Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) position steady in Q1 2026 at 5,831 shares worth $425K. The position accounts for 0.31% of the portfolio, ranked #111.

Total Wealth Planning & Management first reported a position in UPGD in Q4 2024 and has held it in 5 quarters since. The position peaked at $431K in Q4 2025. 31 funds tracked by Wall St. Rank hold UPGD as of Q1 2026.

  • Total Wealth Planning & Management held 5,831 shares of Invesco Bloomberg Analyst Rating Improvers ETF worth $425K as of Q1 2026.
  • Total Wealth Planning & Management left its Invesco Bloomberg Analyst Rating Improvers ETF share count unchanged in Q1 2026.
  • Invesco Bloomberg Analyst Rating Improvers ETF made up 0.31% of Total Wealth Planning & Management's portfolio in Q1 2026, its #111 holding.
  • Total Wealth Planning & Management first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q4 2024 and has held it in 5 quarters since.
  • Total Wealth Planning & Management's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $431K in Q4 2025.
  • 31 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.