We are live on
!
Find out more
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 |
SS
26
Sunbelt Securities
Houston,
Texas
| $60.8K | – | – | – |
|
| 27 |
27
Osaic Holdings
Scottsdale,
Arizona
| $49.7K | -$5.64K | -82 | -10% |
|
| 28 |
TCOT
28
Trust Company of Toledo
Holland,
Ohio
| $42.6K | +$41.3K | +600 | New |
|
| 29 |
29
Fidelity Investments
Boston,
Massachusetts
| $39.6K | – | – | – |
|
| 30 |
CA
30
Clearstead Advisors
Cleveland,
Ohio
| $35.5K | – | – | – |
|
| 31 |
OSAM
31
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $29.6K | – | – | – |
|
| 32 |
MCM
32
MAI Capital Management
Independence,
Ohio
| $19.5K | – | – | – |
|
| 33 |
PWA
33
Provenance Wealth Advisors
Fort Lauderdale,
Florida
| $3.9K | – | – | – |
|
| 34 |
SPIA
34
Steward Partners Investment Advisory
New York
| $1.77K | – | – | – |
|
| 35 |
35
Wells Fargo
San Francisco,
California
| $47 | +$69 | +1 | New |
|
| 36 |
FCH
36
Freestone Capital Holdings
Seattle,
Washington
| – | -$228K | -3,263 | Closed |
|
| 37 |
SMC
37
Smith, Moore & Co
Clayton,
Missouri
| – | -$203K | -2,895 | Closed |
|
| 38 |
AG
38
AmeriFlex Group
Las Vegas,
Nevada
| – | -$5.74K | -82 | Closed |
|