UBS Group
UPGD icon

UBS Group’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

UBS Group’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 		$57K Buy
782
+730
+1,404% +$55.9K ﹤0.01% 7286
2025
Q4 		$3.85K Sell
52
-5,044
-99% -$375K ﹤0.01% 8935
2025
Q3 		$382K Buy
5,096
+3,328
+188% +$244K ﹤0.01% 6279
2025
Q2 		$125K Buy
1,768
+266
+18% +$18.3K ﹤0.01% 7048
2025
Q1 		$105K Sell
1,502
-92
-6% -$6.52K ﹤0.01% 7014
2024
Q4 		$110K Buy
1,594
+725
+83% +$52.4K ﹤0.01% 6815
2024
Q3 		$62.4K Buy
869
+852
+5,012% +$58.3K ﹤0.01% 6675
2024
Q2 		$1.11K Sell
17
-1,289
-99% -$83.9K ﹤0.01% 8652
2024
Q1 		$86.4K Sell
1,306
-336
-20% -$21.1K ﹤0.01% 6285
2023
Q4 		$101K Buy
+1,642
New +$92.2K ﹤0.01% 6154
2023
Q3 		– Sell
-2,712
Closed -$158K – 10051
2023
Q2 		$158K Hold
2,712
– – ﹤0.01% 5643
2023
Q1 		$150K Hold
2,712
– – ﹤0.01% 5605
2022
Q4 		$147K Sell
2,712
-985
-27% -$53.4K ﹤0.01% 5746
2022
Q3 		$188K Buy
3,697
+156
+4% +$8.69K ﹤0.01% 5145
2022
Q2 		$181K Sell
3,541
-485
-12% -$27.1K ﹤0.01% 5009
2022
Q1 		$246K Hold
4,026
– – ﹤0.01% 5202
2021
Q4 		$253K Sell
4,026
-502
-11% -$31.5K ﹤0.01% 5493
2021
Q3 		$272K Sell
4,528
-142
-3% -$8.49K ﹤0.01% 5101
2021
Q2 		$287K Sell
4,670
-334
-7% -$20.2K ﹤0.01% 5114
2021
Q1 		$289K Sell
5,004
-1,590
-24% -$88.8K ﹤0.01% 5229
2020
Q4 		$336K Sell
6,594
-3,902
-37% -$179K ﹤0.01% 4891
2020
Q3 		$418K Sell
10,496
-2,206
-17% -$88.5K ﹤0.01% 4328
2020
Q2 		$496K Buy
12,702
+6,712
+112% +$233K ﹤0.01% 4144
2020
Q1 		$171K Buy
5,990
+520
+10% +$21.5K ﹤0.01% 4849
2019
Q4 		$263K Sell
5,470
-100
-2% -$4.44K ﹤0.01% 5400
2019
Q3 		$237K Sell
5,570
-182
-3% -$7.82K ﹤0.01% 5109
2019
Q2 		$259K Sell
5,752
-2,083
-27% -$91.8K ﹤0.01% 4751
2019
Q1 		$342K Sell
7,835
-1,006
-11% -$42.3K ﹤0.01% 4298
2018
Q4 		$323K Buy
8,841
+4,669
+112% +$199K ﹤0.01% 4574
2018
Q3 		$202K Sell
4,172
-2,473
-37% -$119K ﹤0.01% 5052
2018
Q2 		$311K Buy
6,645
+818
+14% +$37.6K ﹤0.01% 4664
2018
Q1 		$253K Buy
5,827
+714
+14% +$31.6K ﹤0.01% 4634
2017
Q4 		$223K Sell
5,113
-6,704
-57% -$281K ﹤0.01% 4837
2017
Q3 		$490K Buy
11,817
+2,395
+25% +$95.4K ﹤0.01% 4228
2017
Q2 		$380K Buy
9,422
+169
+2% +$6.72K ﹤0.01% 4319
2017
Q1 		$372K Sell
9,253
-2,917
-24% -$115K ﹤0.01% 4252
2016
Q4 		$467K Buy
12,170
+5,650
+87% +$210K ﹤0.01% 4175
2016
Q3 		$238K Buy
6,520
+1,108
+20% +$39.2K ﹤0.01% 4434
2016
Q2 		$179K Sell
5,412
-1,353
-20% -$44.6K ﹤0.01% 4616
2016
Q1 		$221K Buy
6,765
+1,586
+31% +$47.9K ﹤0.01% 4421
2015
Q4 		$168K Buy
5,179
+731
+16% +$24.6K ﹤0.01% 4805
2015
Q3 		$143K Buy
4,448
+1,436
+48% +$50.1K ﹤0.01% 4917
2015
Q2 		$110K Sell
3,012
-421
-12% -$15.6K ﹤0.01% 5320
2015
Q1 		$125K Sell
3,433
-447
-12% -$15.7K ﹤0.01% 5250
2014
Q4 		$136K Buy
+3,880
New +$132K ﹤0.01% 5391

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
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
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

UBS Group's UPGD Position: Q1 2026 in Review

UBS Group increased its Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) stake by 1,404% in Q1 2026, buying an estimated $55.9K and bringing the position to 782 shares worth $57K. The position accounts for ﹤0.01% of the portfolio, ranked #7286.

UBS Group first reported a position in UPGD in Q4 2014 and has held it in 45 quarters since. The position peaked at $496K in Q2 2020. 31 funds tracked by Wall St. Rank hold UPGD as of Q1 2026.

  • UBS Group held 782 shares of Invesco Bloomberg Analyst Rating Improvers ETF worth $57K as of Q1 2026.
  • UBS Group bought 730 Invesco Bloomberg Analyst Rating Improvers ETF shares in Q1 2026, an estimated $55.9K.
  • Invesco Bloomberg Analyst Rating Improvers ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7286 holding.
  • UBS Group first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q4 2014 and has held it in 45 quarters since.
  • UBS Group's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $496K in Q2 2020.
  • 31 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.