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Invesco Bloomberg Analyst Rating Improvers ETF
UPGD
UPGD
82.51
USD
-0.14
0.17%
At close
Updated
Sep 4, 4:00 PM EDT
Pre-market
After hours
1 day
-0.17%
5 days
-0.31%
1 month
-1.9%
3 months
0.22%
6 months
5%
Year to date
11.32%
1 year
10.75%
5 years
36%
10 years
126.49%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 26 |
TCOT
26
Trust Company of Toledo
Holland,
Ohio
| $49.2K | – | – | – |
|
| 27 |
OSAM
27
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $34.2K | – | – | – |
|
| 28 |
VL
28
Vima LLC
Troy,
Michigan
| $30.5K | +$29.2K | +372 | New |
|
| 29 |
KFAS
29
Keating Financial Advisory Services
Manhattan,
Kansas
| $13.8K | – | – | – |
|
| 30 |
PPC
30
Park Place Capital
Homewood,
Alabama
| $13.2K | – | – | – |
|
| 31 |
31
JP Morgan Chase
New York
| $11.8K | +$11.3K | +144 | New |
|
| 32 |
SPIA
32
Steward Partners Investment Advisory
New York
| $2.05K | – | – | – |
|
| 33 |
33
Wells Fargo
San Francisco,
California
| $37 | – | – | – |
|
| 34 |
34
Citadel Advisors
Miami,
Florida
| – | -$383K | -5,258 | Closed |
|
| 35 |
35
Jane Street
New York
| – | -$277K | -3,804 | Closed |
|
| 36 |
CA
36
Clearstead Advisors
Cleveland,
Ohio
| – | -$36.4K | -500 | Closed |
|