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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 2025-09-30, 309,786 shares in all. 1 filer opened a position and 0 filers sold out during the quarter.

Managers
35
13F filers
35
New
1
Added
5
Reduced
9
Sold out
0
Shares held by filers
309,786

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 INC161,209$12.1M<0.01%-18,61413F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…14,311$1.07M0.03%-1,53613F-HRTimelineGroup
LPL Financial LLC14,017$1.05M<0.01%+2013F-HRTimeline
Del-Sette Capital Management, LLC11,168$836K0.52%+12613F-HRTimeline
Aspire Growth Partners LLC10,340$774K0.57%-2813F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC10,000$749K0.04%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,419$705K<0.01%+2,76513F-HRTimelineGroup
HBK Sorce Advisory LLC8,899$664K0.02%+3313F-HR/ATimeline
CWM, LLCin group CWM, LLC8,726$653K<0.01%-25013F-HRTimelineGroup
HRT FINANCIAL LP5,953$445K<0.01%new13F-HRTimeline
MGB Wealth Management, LLC5,700$427K0.12%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,421$406K<0.01%-2,64013F-HRTimelineGroup
UBS Group AGin group UBS Group AG5,096$382K<0.01%+3,32813F-HRTimelineGroup
Morey & Quinn Wealth Partners, LLC4,706$352K0.26%013F-HRTimeline
Millstone Evans Group, LLC4,412$330K0.21%-10013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,962$297K<0.01%013F-HR/ATimelineGroup
FLOW TRADERS U.S. LLC3,673$275K0.01%-37813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,581$270K<0.01%-513F-HRTimeline
YARGER WEALTH STRATEGIES, LLC3,516$263K0.12%013F-HRTimeline
Quantinno Capital Management LP3,263$244K<0.01%013F-HRTimeline
Formidable Asset Management, LLC3,340$237K0.04%013F-HRTimeline
Geneos Wealth Management Inc.2,500$187K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,450$109K<0.01%013F-HRTimelineGroup
ARCADIA INVESTMENT ADVISORS LLC245$77.3K0.04%013F-HRTimeline
Sunbelt Securities, Inc.880$65.9K<0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/868$65K<0.01%-6413F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.700$51.8K<0.01%013F-HRTimelineGroup
TRUST CO OF TOLEDO NA /OH/600$44.9K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC558$41.8K<0.01%013F-HRTimelineGroup
Clearstead Advisors, LLC500$37.4K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC417$31.2K<0.01%013F-HRTimeline
MAI Capital Management275$20.6K<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC55$4.12K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…25$1.87K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$50<0.01%013F-HRTimelineGroup