WealthBridge Capital Management’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

WealthBridge Capital Management’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
2019 Q2	–	Sell	-372	Closed	-$17K	–	908
2019 Q1	$17K	Hold	372	–	–	0.01%	469
2018 Q4	$14K	Buy	+372	New	+$15.9K	0.01%	474

Other funds holding UPGD

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WealthBridge Capital Management's UPGD Position: Q2 2019 in Review

WealthBridge Capital Management sold out of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) in Q2 2019, closing a stake of 372 shares — an estimated $17K sold.

WealthBridge Capital Management first reported a position in UPGD in Q4 2018 and held it in 2 quarters. The position peaked at $17K in Q1 2019. 25 funds tracked by Wall St. Rank hold UPGD as of Q2 2019.

WealthBridge Capital Management reported no remaining Invesco Bloomberg Analyst Rating Improvers ETF position as of Q2 2019 after selling out during the quarter.
WealthBridge Capital Management sold 372 Invesco Bloomberg Analyst Rating Improvers ETF shares in Q2 2019, an estimated $17K.
WealthBridge Capital Management first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q4 2018 and held it in 2 quarters.
WealthBridge Capital Management's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $17K in Q1 2019.
25 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.