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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 2025-06-30, 327,007 shares in all. 4 filers opened a position and 3 filers sold out during the quarter.

Managers
36
13F filers
36
New
4
Added
4
Reduced
9
Sold out
3
Shares held by filers
327,007

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 INC179,823$12.8M<0.01%-4,45613F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…15,847$1.12M0.03%-4,80913F-HRTimelineGroup
LPL Financial LLC13,997$993K<0.01%-12,27213F-HRTimeline
Del-Sette Capital Management, LLC11,042$784K0.54%new13F-HRTimeline
Aspire Growth Partners LLC10,368$736K0.6%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC10,000$710K0.04%013F-HRTimeline
CWM, LLCin group CWM, LLC8,976$637K<0.01%013F-HRTimelineGroup
HBK Sorce Advisory LLC8,866$629K0.02%+22813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,061$572K<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,654$472K<0.01%-2,69613F-HRTimelineGroup
Total Wealth Planning & Management, Inc.5,831$414K0.36%-4713F-HRTimeline
MGB Wealth Management, LLC5,700$404K0.13%013F-HRTimeline
Morey & Quinn Wealth Partners, LLC4,706$334K0.27%-21013F-HRTimeline
Millstone Evans Group, LLC4,512$320K0.22%013F-HRTimeline
FLOW TRADERS U.S. LLC4,051$287K0.01%-1,19413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,962$281K<0.01%-1,01113F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,586$260K<0.01%013F-HRTimeline
YARGER WEALTH STRATEGIES, LLC3,516$250K0.13%013F-HRTimeline
Formidable Asset Management, LLC3,340$234K0.04%013F-HRTimeline
Quantinno Capital Management LP3,263$232K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.2,500$177K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG1,768$125K<0.01%+26613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,450$103K<0.01%013F-HRTimelineGroup
ARCADIA INVESTMENT ADVISORS LLC245$71K0.04%+1513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/932$66.1K<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.880$60.8K0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.700$49.7K<0.01%-8213F-HR/ATimelineGroup
TRUST CO OF TOLEDO NA /OH/600$42.6K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC558$39.6K<0.01%013F-HRTimelineGroup
Clearstead Advisors, LLC500$35.5K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC417$29.6K<0.01%013F-HRTimeline
MAI Capital Management275$19.5K<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC55$3.9K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…25$1.77K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$47<0.01%+113F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.