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Disclosery

UPGD INVESCO EXCHANGE TRADED FD T

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BLOO AN RATI ETF (fund)

36 managers (36 13F filers) reported a position in UPGD shares at 2024-12-31, 336,625 shares in all. 2 filers opened a position and 0 filers sold out during the quarter.

Managers
36
13F filers
36
New
2
Added
8
Reduced
6
Sold out
0
Shares held by filers
336,625

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC194,727$13.5M<0.01%13F-HR/ATimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…17,842$1.23M0.02%-69213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,743$950K<0.01%+6,01813F-HRTimelineGroup
Aspire Growth Partners LLC10,511$727K0.71%13F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC10,000$691K0.04%013F-HRTimeline
CWM, LLCin group CWM, LLC8,976$620K<0.01%+2,24813F-HRTimelineGroup
HBK Sorce Advisory LLC8,362$578K0.02%-8113F-HRTimeline
LPL Financial LLC8,246$570K<0.01%+113F-HRTimeline
Total Wealth Planning & Management, Inc.5,878$406K0.4%13F-HRTimeline
MGB Wealth Management, LLC5,700$394K0.12%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY5,690$393K<0.01%013F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,468$378K<0.01%-5,38413F-HRTimelineGroup
Morey & Quinn Wealth Partners, LLC5,081$351K0.3%13F-HRTimeline
FLOW TRADERS U.S. LLC4,695$325K0.01%013F-HRTimeline
Millstone Evans Group, LLC4,512$312K0.21%13F-HRTimeline
Formidable Asset Management, LLC3,665$253K0.04%-5013F-HRTimeline
YARGER WEALTH STRATEGIES, LLC3,516$243K0.14%+4313F-HRTimeline
SMITH, MOORE & CO.3,195$221K0.02%+40013F-HRTimeline
Quad-Cities Investment Group, LLC2,968$205K0.1%+1313F-HRTimeline
Lakeshore Financial Planning, Inc.2,950$204K0.09%013F-HRTimeline
Geneos Wealth Management Inc.2,500$173K0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG1,594$110K<0.01%+72513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,450$100K<0.01%013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,122$77.6K<0.01%-20513F-HRTimelineGroup
Sunbelt Securities, Inc.880$60.8K0.01%013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC230$55.1K0.03%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.782$54.1K<0.01%013F-HR/ATimelineGroup
FMR LLCin group FMR LLC558$38.6K<0.01%-25013F-HRTimelineGroup
Clearstead Advisors, LLC500$34.6K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN430$29.7K<0.01%+43013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC417$28.8K<0.01%013F-HRTimeline
MAI Capital Management275$19K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.82$5.88K<0.01%13F-HRTimeline
Provenance Wealth Advisors, LLC55$3.8K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…25$1.73K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.