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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 2025-12-31, 334,117 shares in all. 2 filers opened a position and 4 filers sold out during the quarter.

Managers
36
13F filers
36
New
2
Added
10
Reduced
10
Sold out
4
Shares held by filers
334,117

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 INC164,586$12.2M<0.01%+3,37713F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…26,578$1.97M0.05%+12,26713F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,236$1.13M<0.01%+5,81713F-HRTimelineGroup
LPL Financial LLC12,094$895K<0.01%-1,92313F-HRTimeline
Del-Sette Capital Management, LLC10,937$809K0.5%-23113F-HRTimeline
Aspire Growth Partners LLC10,518$778K0.54%+17813F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC10,000$740K0.04%013F-HRTimeline
HBK Sorce Advisory LLC8,637$682K0.02%-26213F-HRTimeline
HRT FINANCIAL LP9,026$667K<0.01%+3,07313F-HRTimeline
CWM, LLCin group CWM, LLC8,626$638K<0.01%-10013F-HRTimelineGroup
Total Wealth Planning & Management, Inc.5,831$431K0.34%13F-HRTimeline
MGB Wealth Management, LLC5,712$423K0.12%+1213F-HRTimeline
Morey & Quinn Wealth Partners, LLC4,704$348K0.25%-213F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.627$320K0.16%new13F-HRTimeline
Millstone Evans Group, LLC4,082$302K0.18%-33013F-HRTimeline
FLOW TRADERS U.S. LLC4,086$302K0.01%+41313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,940$292K<0.01%-2213F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,596$272K<0.01%+1513F-HRTimeline
YARGER WEALTH STRATEGIES, LLC3,577$265K0.11%+6113F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA3,550$263K<0.01%13F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP3,397$251K<0.01%new13F-HRTimelineGroup
Quantinno Capital Management LP3,263$241K<0.01%013F-HRTimeline
Formidable Asset Management, LLC3,040$228K0.03%-30013F-HRTimeline
Geneos Wealth Management Inc.2,500$185K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,450$107K<0.01%013F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,258$93.1K<0.01%+39013F-HRTimelineGroup
ARCADIA INVESTMENT ADVISORS LLC245$78.9K0.04%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.700$51.8K<0.01%013F-HRTimelineGroup
TRUST CO OF TOLEDO NA /OH/600$44.4K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC558$41.3K<0.01%013F-HRTimelineGroup
Clearstead Advisors, LLC500$37K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC417$30.9K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…169$12.5K<0.01%13F-HRTimeline
UBS Group AGin group UBS Group AG52$3.85K<0.01%-5,04413F-HRTimelineGroup
Steward Partners Investment Advisory, L…25$1.85K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$14<0.01%-113F-HRTimelineGroupAmount filed as zero, left out of ratios.