WOSD
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WFA of San Diego’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

WFA of San Diego’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
2020
Q3 		– Sell
-5,465
Closed -$263K – 252
2020
Q2 		$263K Buy
+5,465
New +$190K 0.06% 216

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

WFA of San Diego's UPGD Position: Q3 2020 in Review

WFA of San Diego sold out of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) in Q3 2020, closing a stake of 5,465 shares — an estimated $263K sold.

WFA of San Diego first reported a position in UPGD in Q2 2020 and held it in 1 quarter. The position peaked at $263K in Q2 2020. 24 funds tracked by Wall St. Rank hold UPGD as of Q3 2020.

  • WFA of San Diego reported no remaining Invesco Bloomberg Analyst Rating Improvers ETF position as of Q3 2020 after selling out during the quarter.
  • WFA of San Diego sold 5,465 Invesco Bloomberg Analyst Rating Improvers ETF shares in Q3 2020, an estimated $263K.
  • WFA of San Diego first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q2 2020 and held it in 1 quarter.
  • WFA of San Diego's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $263K in Q2 2020.
  • 24 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q3 2020.

Based on WFA of San Diego's 13F filing for Q3 2020, filed 6 Nov 2020.