Wealth Enhancement Advisory Services’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

Wealth Enhancement Advisory Services’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	–	Sell	-3,596	Closed	-$272K	–	3897
2025 Q4	$272K	Buy	3,596 +15	+0.4%	+$1.12K	﹤0.01%	3003
2025 Q3	$270K	Sell	3,581 -5	-0.1%	-$367	﹤0.01%	2883
2025 Q2	$260K	Hold	3,586	–	–	﹤0.01%	2755
2025 Q1	$251K	Buy	+3,586	New	+$254K	﹤0.01%	2582

Other funds holding UPGD

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AGP

Aspire Growth Partners Miromar Lakes, Florida $146M AUM 22.8% 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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

TWPM

Total Wealth Planning & Management Ponte Vedra Beach, Florida $135M AUM

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wealth Enhancement Advisory Services's UPGD Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) in Q1 2026, closing a stake of 3,596 shares — an estimated $272K sold.

Wealth Enhancement Advisory Services first reported a position in UPGD in Q1 2025 and held it in 4 quarters. The position peaked at $272K in Q4 2025. 31 funds tracked by Wall St. Rank hold UPGD as of Q1 2026.

Wealth Enhancement Advisory Services reported no remaining Invesco Bloomberg Analyst Rating Improvers ETF position as of Q1 2026 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 3,596 Invesco Bloomberg Analyst Rating Improvers ETF shares in Q1 2026, an estimated $272K.
Wealth Enhancement Advisory Services first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q1 2025 and held it in 4 quarters.
Wealth Enhancement Advisory Services's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $272K in Q4 2025.
31 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.