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Disclosery

UPGD INVESCO EXCHANGE TRADED FD T

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BLOO AN RATI ETF (fund)

35 managers (35 13F filers) reported a position in UPGD shares at 2025-03-31, 336,548 shares in all. 2 filers opened a position and 3 filers sold out during the quarter.

Managers
35
13F filers
35
New
2
Added
4
Reduced
10
Sold out
3
Shares held by filers
336,548

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 INC184,279$12.9M<0.01%-10,44813F-HRTimelineGroup
LPL Financial LLC26,269$1.84M<0.01%+18,02313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…20,656$1.45M0.04%+2,81413F-HRTimelineGroup
Aspire Growth Partners LLC10,368$710K0.63%-14313F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC10,000$700K0.05%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,350$655K<0.01%-4,39313F-HRTimelineGroup
CWM, LLCin group CWM, LLC8,976$628K<0.01%013F-HRTimelineGroup
HBK Sorce Advisory LLC8,638$605K0.02%+27613F-HRTimeline
Total Wealth Planning & Management, Inc.5,878$412K0.42%013F-HRTimeline
MGB Wealth Management, LLC5,700$399K0.14%013F-HRTimeline
FLOW TRADERS U.S. LLC5,245$367K0.02%+55013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY4,973$348K<0.01%-71713F-HRTimelineGroup
Morey & Quinn Wealth Partners, LLC4,916$344K0.29%-16513F-HRTimeline
Millstone Evans Group, LLC4,512$316K0.21%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,586$251K<0.01%new13F-HRTimeline
YARGER WEALTH STRATEGIES, LLC3,516$246K0.14%013F-HRTimeline
Formidable Asset Management, LLC3,340$234K0.04%-32513F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…3,263$228K0.01%new13F-HRTimelineGroup
SMITH, MOORE & CO.2,895$203K0.02%-30013F-HRTimeline
Geneos Wealth Management Inc.2,500$175K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG1,502$105K<0.01%-9213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,450$102K<0.01%013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/932$65.2K<0.01%-19013F-HRTimelineGroup
Sunbelt Securities, Inc.880$61.6K0.01%013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC230$56.4K0.03%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.782$54.7K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC558$39.1K<0.01%013F-HRTimelineGroup
Clearstead Advisors, LLC500$35K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC417$29.2K<0.01%013F-HRTimeline
MAI Capital Management275$19.3K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.82$5.74K<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC55$3.85K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…25$1.75K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$27<0.01%-43013F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.