Vima LLC
UPGD icon

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
Q3 		$29.7K Hold
372
– – 0.03% 191
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Total Wealth Planning & Management
Total Wealth Planning & Management Ponte Vedra Beach, Florida $135M AUM 35.11% 1-Year Est. Return
Morey & Quinn Wealth Partners
Morey & Quinn Wealth Partners Omaha, Nebraska $153M AUM 19.09% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return
TCOT
Trust Company of Toledo Holland, Ohio $1.25B AUM 28.18% 1-Year Est. Return
Provenance Wealth Advisors
Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return

Vima LLC's UPGD Position: Q3 2026 in Review

Vima LLC held its Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) position steady in Q3 2026 at 372 shares worth $29.7K. The position accounts for 0.03% of the portfolio, ranked #191.

Vima LLC first reported a position in UPGD in Q4 2023 and has held it in 4 quarters since. The position peaked at $31.2K in Q1 2024. 7 funds tracked by Wall St. Rank hold UPGD as of Q3 2026.

  • Vima LLC held 372 shares of Invesco Bloomberg Analyst Rating Improvers ETF worth $29.7K as of Q3 2026.
  • Vima LLC left its Invesco Bloomberg Analyst Rating Improvers ETF share count unchanged in Q3 2026.
  • Invesco Bloomberg Analyst Rating Improvers ETF made up 0.03% of Vima LLC's portfolio in Q3 2026, its #191 holding.
  • Vima LLC first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q4 2023 and has held it in 4 quarters since.
  • Vima LLC's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $31.2K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q3 2026.

Based on Vima LLC's 13F filing for Q3 2026, filed 23 Oct 2026.