TrustCore Financial Services’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

TrustCore Financial Services’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
2021 Q4	–	Sell	-100	Closed	-$6K	–	1070
2021 Q3	$6K	Buy	+100	New	+$5.98K	﹤0.01%	853

Other funds holding UPGD

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OFG

Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

YWS

Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TrustCore Financial Services's UPGD Position: Q4 2021 in Review

TrustCore Financial Services sold out of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) in Q4 2021, closing a stake of 100 shares — an estimated $6K sold.

TrustCore Financial Services first reported a position in UPGD in Q3 2021 and held it in 1 quarter. The position peaked at $6K in Q3 2021. 27 funds tracked by Wall St. Rank hold UPGD as of Q4 2021.

TrustCore Financial Services reported no remaining Invesco Bloomberg Analyst Rating Improvers ETF position as of Q4 2021 after selling out during the quarter.
TrustCore Financial Services sold 100 Invesco Bloomberg Analyst Rating Improvers ETF shares in Q4 2021, an estimated $6K.
TrustCore Financial Services first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q3 2021 and held it in 1 quarter.
TrustCore Financial Services's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $6K in Q3 2021.
27 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q4 2021.

Based on TrustCore Financial Services's 13F filing for Q4 2021, filed 9 Feb 2022.