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

Virtu Financial’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
2017
Q4 		– Sell
-10,148
Closed -$420K – 3112
2017
Q3 		$420K Buy
+10,148
New +$404K 0.02% 1072

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
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
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Virtu Financial's UPGD Position: Q4 2017 in Review

Virtu Financial sold out of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) in Q4 2017, closing a stake of 10,148 shares — an estimated $420K sold.

Virtu Financial first reported a position in UPGD in Q3 2017 and held it in 1 quarter. The position peaked at $420K in Q3 2017. 23 funds tracked by Wall St. Rank hold UPGD as of Q4 2017.

  • Virtu Financial reported no remaining Invesco Bloomberg Analyst Rating Improvers ETF position as of Q4 2017 after selling out during the quarter.
  • Virtu Financial sold 10,148 Invesco Bloomberg Analyst Rating Improvers ETF shares in Q4 2017, an estimated $420K.
  • Virtu Financial first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q3 2017 and held it in 1 quarter.
  • Virtu Financial's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $420K in Q3 2017.
  • 23 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q4 2017.

Based on Virtu Financial's 13F filing for Q4 2017, filed 9 Feb 2018.