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Vima LLC’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

Vima LLC’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 		$30.5K Buy
+372
New +$29.2K 0.03% 189
2024
Q2 		– Sell
-563
Closed -$31.2K – 402
2024
Q1 		$31.2K Buy
563
+98
+21% +$6.16K 0.04% 148
2023
Q4 		$28.8K Buy
+465
New +$26.1K 0.07% 160

Other funds holding UPGD

AGP
Aspire Growth Partners Miromar Lakes, Florida $172M AUM 33.61% 1-Year Est. Return
TWPM
Total Wealth Planning & Management Ponte Vedra Beach, Florida $148M AUM
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
TCOT
Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return

Vima LLC's UPGD Position: Q2 2026 in Review

Vima LLC opened a new position in Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) in Q2 2026: 372 shares worth $30.5K. The stake represents 0.03% of the portfolio and ranks #189 among its holdings. This is a return to the name: Vima LLC previously reported a position in UPGD as recently as Q1 2024.

Vima LLC first reported a position in UPGD in Q4 2023 and has held it in 3 quarters since. The position peaked at $31.2K in Q1 2024. 8 funds tracked by Wall St. Rank hold UPGD as of Q2 2026.

  • Vima LLC held 372 shares of Invesco Bloomberg Analyst Rating Improvers ETF worth $30.5K as of Q2 2026.
  • Invesco Bloomberg Analyst Rating Improvers ETF was a new Vima LLC position in Q2 2026.
  • Invesco Bloomberg Analyst Rating Improvers ETF made up 0.03% of Vima LLC's portfolio in Q2 2026, its #189 holding.
  • Vima LLC first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q4 2023 and has held it in 3 quarters since.
  • Vima LLC's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $31.2K in Q1 2024.
  • 8 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q2 2026.

Based on Vima LLC's 13F filing for Q2 2026, filed 24 Jul 2026.