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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
| $43.7K | – | – | – |
|
| 27 |
CA
27
Clearstead Advisors
Cleveland,
Ohio
| $36.4K | – | – | – |
|
| 28 |
OSAM
28
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $30.4K | – | – | – |
|
| 29 |
KFAS
29
Keating Financial Advisory Services
Manhattan,
Kansas
| $12.3K | – | – | – |
|
| 30 |
PPC
30
Park Place Capital
Homewood,
Alabama
| $11.7K | +$12.3K | +161 | New |
|
| 31 |
SPIA
31
Steward Partners Investment Advisory
New York
| $1.82K | – | – | – |
|
| 32 |
32
Wells Fargo
San Francisco,
California
| $14 | – | – | – |
|
| 33 |
DSCM
33
Del-Sette Capital Management
Schenectady,
New York
| – | -$809K | -10,937 | Closed |
|
| 34 |
HF
34
HRT Financial
New York
| – | -$667K | -9,026 | Closed |
|
| 35 |
FTUS
35
Flow Traders U.S.
New York
| – | -$302K | -4,086 | Closed |
|
| 36 |
36
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| – | -$272K | -3,596 | Closed |
|
| 37 |
37
Bank of America
Charlotte,
North Carolina
| – | -$93.1K | -1,258 | Closed |
|
| 38 |
MMHP
38
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
| – | -$320K | -627 | Closed |
|