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Tower Research Capital (TRC)’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

Tower Research Capital (TRC)’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 		$683K Sell
9,373
-17,205
-65% -$1.32M 0.02% 721
2025
Q4 		$1.97M Buy
26,578
+12,267
+86% +$912K 0.05% 331
2025
Q3 		$1.07M Sell
14,311
-1,536
-10% -$113K 0.03% 490
2025
Q2 		$1.12M Sell
15,847
-4,809
-23% -$331K 0.03% 499
2025
Q1 		$1.45M Buy
20,656
+2,814
+16% +$199K 0.04% 377
2024
Q4 		$1.23M Sell
17,842
-692
-4% -$50.1K 0.02% 537
2024
Q3 		$1.33M Sell
18,534
-278
-1% -$19K 0.04% 409
2024
Q2 		$1.23M Sell
18,812
-2,902
-13% -$189K 0.02% 641
2024
Q1 		$1.44M Buy
21,714
+8,717
+67% +$548K 0.03% 380
2023
Q4 		$803K Buy
12,997
+6,620
+104% +$372K 0.01% 1014
2023
Q3 		$355K Sell
6,377
-8,956
-58% -$523K 0.01% 1075
2023
Q2 		$892K Buy
15,333
+9,196
+150% +$508K 0.03% 578
2023
Q1 		$340K Sell
6,137
-8,442
-58% -$483K 0.01% 1066
2022
Q4 		$790K Buy
14,579
+7,211
+98% +$391K 0.03% 474
2022
Q3 		$373K Sell
7,368
-11,717
-61% -$653K 0.01% 1377
2022
Q2 		$976K Buy
19,085
+1,295
+7% +$72.2K 0.02% 704
2022
Q1 		$1.09M Buy
17,790
+392
+2% +$23.5K 0.01% 758
2021
Q4 		$1.09M Sell
17,398
-2,887
-14% -$181K 0.02% 647
2021
Q3 		$1.22M Buy
20,285
+5,196
+34% +$311K 0.03% 447
2021
Q2 		$928K Sell
15,089
-3,780
-20% -$229K 0.02% 716
2021
Q1 		$1.09M Buy
18,869
+5,044
+36% +$282K 0.02% 735
2020
Q4 		$704K Buy
13,825
+8,435
+156% +$387K 0.02% 739
2020
Q3 		$215K Sell
5,390
-32,325
-86% -$1.3M ﹤0.01% 2512
2020
Q2 		$1.47M Buy
37,715
+2,888
+8% +$100K 0.06% 331
2020
Q1 		$998K Buy
34,827
+17,730
+104% +$734K 0.06% 226
2019
Q4 		$822K Buy
+17,097
New +$759K 0.07% 153
2017
Q2 		– Sell
-633
Closed -$25K – 3549
2017
Q1 		$25K Buy
+633
New +$25K ﹤0.01% 1158
2016
Q2 		– Sell
-146
Closed -$5K – 5065
2016
Q1 		$5K Sell
146
-938
-87% -$28.3K ﹤0.01% 2748
2015
Q4 		$35K Buy
1,084
+894
+471% +$30.1K 0.01% 764
2015
Q3 		$6K Buy
+190
New +$6.63K ﹤0.01% 2703

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 $172M AUM 33.61% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 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
TWPM
Total Wealth Planning & Management Ponte Vedra Beach, Florida $148M AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MQWP
Morey & Quinn Wealth Partners Omaha, Nebraska $155M AUM 27.53% 1-Year Est. Return

Tower Research Capital (TRC)'s UPGD Position: Q1 2026 in Review

Tower Research Capital (TRC) reduced its Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) stake by 65% in Q1 2026, selling an estimated $1.32M and leaving 9,373 shares worth $683K. The position accounts for 0.02% of the portfolio, ranked #721.

Tower Research Capital (TRC) first reported a position in UPGD in Q3 2015 and has held it in 30 quarters since. The position peaked at $1.97M in Q4 2025. 31 funds tracked by Wall St. Rank hold UPGD as of Q1 2026.

  • Tower Research Capital (TRC) held 9,373 shares of Invesco Bloomberg Analyst Rating Improvers ETF worth $683K as of Q1 2026.
  • Tower Research Capital (TRC) sold 17,205 Invesco Bloomberg Analyst Rating Improvers ETF shares in Q1 2026, an estimated $1.32M.
  • Invesco Bloomberg Analyst Rating Improvers ETF made up 0.02% of Tower Research Capital (TRC)'s portfolio in Q1 2026, its #721 holding.
  • Tower Research Capital (TRC) first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q3 2015 and has held it in 30 quarters since.
  • Tower Research Capital (TRC)'s Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $1.97M in Q4 2025.
  • 31 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q1 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2026, filed 15 May 2026.