Wells Fargo’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Hold |
0
| – | – | – | 6886 |
|
|
2025
Q4 | – | Sell |
-1
| Closed | -$74 | – | 6816 |
|
|
2025
Q3 | $50 | Hold |
1
| – | – | ﹤0.01% | 6494 |
|
|
2025
Q2 | $47 | Buy |
+1
| New | +$69 | ﹤0.01% | 6592 |
|
|
2025
Q1 | – | Sell |
-430
| Closed | -$30.5K | – | 6590 |
|
|
2024
Q4 | $29.7K | Buy |
+430
| New | +$31.1K | ﹤0.01% | 5649 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 6499 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 6476 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 7062 |
|
|
2023
Q4 | – | Sell |
-2,436
| Closed | -$137K | – | 7189 |
|
|
2023
Q3 | $136K | Sell |
2,436
-3,292
| -57% | -$192K | ﹤0.01% | 4595 |
|
|
2023
Q2 | $333K | Buy |
5,728
+21
| +0.4% | +$1.16K | ﹤0.01% | 4246 |
|
|
2023
Q1 | $316K | Sell |
5,707
-80
| -1% | -$4.58K | ﹤0.01% | 4151 |
|
|
2022
Q4 | $314K | Sell |
5,787
-90
| -2% | -$4.88K | ﹤0.01% | 3925 |
|
|
2022
Q3 | $298K | Sell |
5,877
-573
| -9% | -$31.9K | ﹤0.01% | 4010 |
|
|
2022
Q2 | $330K | Sell |
6,450
-821
| -11% | -$45.8K | ﹤0.01% | 4000 |
|
|
2022
Q1 | $444K | Sell |
7,271
-995
| -12% | -$59.8K | ﹤0.01% | 4494 |
|
|
2021
Q4 | $520K | Buy |
8,266
+787
| +11% | +$49.4K | ﹤0.01% | 4638 |
|
|
2021
Q3 | $449K | Sell |
7,479
-96
| -1% | -$5.74K | ﹤0.01% | 4718 |
|
|
2021
Q2 | $466K | Sell |
7,575
-953
| -11% | -$57.6K | ﹤0.01% | 4659 |
|
|
2021
Q1 | $494K | Buy |
8,528
+2,763
| +48% | +$154K | ﹤0.01% | 4695 |
|
|
2020
Q4 | $294K | Hold |
5,765
| – | – | ﹤0.01% | 4884 |
|
|
2020
Q3 | $230K | Hold |
5,765
| – | – | ﹤0.01% | 4889 |
|
|
2020
Q2 | $225K | Sell |
5,765
-1,065
| -16% | -$36.9K | ﹤0.01% | 4835 |
|
|
2020
Q1 | $196K | Sell |
6,830
-927
| -12% | -$38.4K | ﹤0.01% | 4705 |
|
|
2019
Q4 | $373K | Sell |
7,757
-5,788
| -43% | -$257K | ﹤0.01% | 4588 |
|
|
2019
Q3 | $576K | Sell |
13,545
-1,837
| -12% | -$78.9K | ﹤0.01% | 4273 |
|
|
2019
Q2 | $691K | Sell |
15,382
-380
| -2% | -$16.7K | ﹤0.01% | 4159 |
|
|
2019
Q1 | $689K | Sell |
15,762
-663
| -4% | -$27.9K | ﹤0.01% | 4149 |
|
|
2018
Q4 | $600K | Sell |
16,425
-4,810
| -23% | -$205K | ﹤0.01% | 4220 |
|
|
2018
Q3 | $1.03M | Sell |
21,235
-959
| -4% | -$46.2K | ﹤0.01% | 3951 |
|
|
2018
Q2 | $1.04M | Buy |
22,194
+874
| +4% | +$40.1K | ﹤0.01% | 3972 |
|
|
2018
Q1 | $923K | Buy |
21,320
+565
| +3% | +$25K | ﹤0.01% | 3976 |
|
|
2017
Q4 | $903K | Buy |
20,755
+196
| +1% | +$8.21K | ﹤0.01% | 4011 |
|
|
2017
Q3 | $851K | Sell |
20,559
-31,423
| -60% | -$1.25M | ﹤0.01% | 3961 |
|
|
2017
Q2 | $2.1M | Sell |
51,982
-2,043
| -4% | -$81.2K | ﹤0.01% | 3186 |
|
|
2017
Q1 | $2.17M | Sell |
54,025
-4,276
| -7% | -$169K | ﹤0.01% | 3137 |
|
|
2016
Q4 | $2.24M | Buy |
58,301
+40,712
| +231% | +$1.52M | ﹤0.01% | 3073 |
|
|
2016
Q3 | $643K | Buy |
17,589
+435
| +3% | +$15.4K | ﹤0.01% | 3807 |
|
|
2016
Q2 | $569K | Buy |
17,154
+736
| +4% | +$24.3K | ﹤0.01% | 3834 |
|
|
2016
Q1 | $536K | Sell |
16,418
-4,446
| -21% | -$134K | ﹤0.01% | 3831 |
|
|
2015
Q4 | $679K | Sell |
20,864
-9,541
| -31% | -$321K | ﹤0.01% | 3736 |
|
|
2015
Q3 | $977K | Sell |
30,405
-44,075
| -59% | -$1.54M | ﹤0.01% | 3527 |
|
|
2015
Q2 | $2.73M | Buy |
74,480
+20,291
| +37% | +$752K | ﹤0.01% | 2863 |
|
|
2015
Q1 | $1.98M | Sell |
54,189
-15,841
| -23% | -$557K | ﹤0.01% | 3048 |
|
|
2014
Q4 | $2.45M | Sell |
70,030
-15,624
| -18% | -$530K | ﹤0.01% | 2859 |
|
|
2014
Q3 | $2.89M | Sell |
85,654
-23,571
| -22% | -$817K | ﹤0.01% | 2754 |
|
|
2014
Q2 | $3.86M | Buy |
109,225
+4,725
| +5% | +$160K | ﹤0.01% | 2520 |
|
|
2014
Q1 | $3.59M | Sell |
104,500
-1,016
| -1% | -$34.2K | ﹤0.01% | 2564 |
|
|
2013
Q4 | $3.54M | Sell |
105,516
-11,572
| -10% | -$369K | ﹤0.01% | 2512 |
|
|
2013
Q3 | $3.6M | Buy |
117,088
+75,780
| +183% | +$2.26M | ﹤0.01% | 2436 |
|
|
2013
Q2 | $1.17M | Buy |
+41,308
| New | +$1.12M | ﹤0.01% | 3186 |
|
Other funds holding UPGD
AGP
OFG
TRCT
HSA
TWPM
Wells Fargo's UPGD Position: Q1 2026 in Review
Wells Fargo held its Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) position steady in Q1 2026 at 0 shares worth $14. The position accounts for ﹤0.01% of the portfolio, ranked #6886.
Wells Fargo first reported a position in UPGD in Q2 2013 and has held it in 45 quarters since. The position peaked at $3.86M in Q2 2014. 31 funds tracked by Wall St. Rank hold UPGD as of Q1 2026.
- Wells Fargo held 0 shares of Invesco Bloomberg Analyst Rating Improvers ETF worth $14 as of Q1 2026.
- Wells Fargo left its Invesco Bloomberg Analyst Rating Improvers ETF share count unchanged in Q1 2026.
- Invesco Bloomberg Analyst Rating Improvers ETF made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #6886 holding.
- Wells Fargo first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q2 2013 and has held it in 45 quarters since.
- Wells Fargo's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $3.86M in Q2 2014.
- 31 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q1 2026.
Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.