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Trust Company of Toledo’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

Trust Company of Toledo’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
Q2 		$49.2K Hold
600
– – ﹤0.01% 477
2026
Q1 		$43.7K Hold
600
– – ﹤0.01% 460
2025
Q4 		$44.4K Hold
600
– – ﹤0.01% 446
2025
Q3 		$44.9K Hold
600
– – ﹤0.01% 439
2025
Q2 		$42.6K Buy
+600
New +$41.3K ﹤0.01% 434

Other funds holding UPGD

AGP
Aspire Growth Partners Miromar Lakes, Florida $172M AUM 33.61% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
TWPM
Total Wealth Planning & Management Ponte Vedra Beach, Florida $148M AUM
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
MQWP
Morey & Quinn Wealth Partners Omaha, Nebraska $155M AUM 27.53% 1-Year Est. Return
YWS
Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
VL
Vima LLC Troy, Michigan $103M AUM

Trust Company of Toledo's UPGD Position: Q2 2026 in Review

Trust Company of Toledo held its Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) position steady in Q2 2026 at 600 shares worth $49.2K. The position accounts for ﹤0.01% of the portfolio, ranked #477.

Trust Company of Toledo first reported a position in UPGD in Q2 2025 and has held it in 5 quarters since. 10 funds tracked by Wall St. Rank hold UPGD as of Q2 2026.

  • Trust Company of Toledo held 600 shares of Invesco Bloomberg Analyst Rating Improvers ETF worth $49.2K as of Q2 2026.
  • Trust Company of Toledo left its Invesco Bloomberg Analyst Rating Improvers ETF share count unchanged in Q2 2026.
  • Invesco Bloomberg Analyst Rating Improvers ETF made up ﹤0.01% of Trust Company of Toledo's portfolio in Q2 2026, its #477 holding.
  • Trust Company of Toledo first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q2 2025 and has held it in 5 quarters since.
  • 10 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q2 2026.

Based on Trust Company of Toledo's 13F filing for Q2 2026, filed 16 Jul 2026.