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Truvestments Capital’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

Truvestments Capital’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
2018
Q3 		$92K Buy
+1,894
New +$91.2K 0.04% 268

Other funds holding UPGD

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Truvestments Capital's UPGD Position: Q3 2018 in Review

Truvestments Capital opened a new position in Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) in Q3 2018: 1,894 shares worth $92K. The stake represents 0.04% of the portfolio and ranks #268 among its holdings.

21 funds tracked by Wall St. Rank hold UPGD as of Q3 2018.

  • Truvestments Capital held 1,894 shares of Invesco Bloomberg Analyst Rating Improvers ETF worth $92K as of Q3 2018.
  • Invesco Bloomberg Analyst Rating Improvers ETF was a new Truvestments Capital position in Q3 2018.
  • Invesco Bloomberg Analyst Rating Improvers ETF made up 0.04% of Truvestments Capital's portfolio in Q3 2018, its #268 holding.
  • 21 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q3 2018.

Based on Truvestments Capital's 13F filing for Q3 2018, filed 22 Oct 2018.