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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 |
AIA
26
Arcadia Investment Advisors
Eagle,
Idaho
| $55.1K | – | – | – |
|
| 27 |
27
Osaic Holdings
Scottsdale,
Arizona
| $54.1K | – | – | – |
|
| 28 |
28
Fidelity Investments
Boston,
Massachusetts
| $38.6K | -$18.1K | -250 | -31% |
|
| 29 |
CA
29
Clearstead Advisors
Cleveland,
Ohio
| $34.6K | – | – | – |
|
| 30 |
30
Wells Fargo
San Francisco,
California
| $29.7K | +$31.1K | +430 | New |
|
| 31 |
OSAM
31
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $28.8K | – | – | – |
|
| 32 |
MCM
32
MAI Capital Management
Independence,
Ohio
| $19K | +$19.9K | +275 | New |
|
| 33 |
AG
33
AmeriFlex Group
Las Vegas,
Nevada
| $5.88K | +$5.93K | +82 | New |
|
| 34 |
PWA
34
Provenance Wealth Advisors
Fort Lauderdale,
Florida
| $3.8K | – | – | – |
|
| 35 |
SPIA
35
Steward Partners Investment Advisory
New York
| $1.73K | +$1.81K | +25 | New |
|