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UPGD INVESCO EXCHANGE TRADED FD T

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BLOO AN RATI ETF (fund)

32 managers (32 13F filers) reported a position in UPGD shares at 2026-03-31, 287,888 shares in all. 3 filers opened a position and 6 filers sold out during the quarter.

Managers
32
13F filers
32
New
3
Added
4
Reduced
6
Sold out
6
Shares held by filers
287,888

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 INC159,586$11.6M<0.01%-5,00013F-HRTimelineGroup
LPL Financial LLC21,501$1.57M<0.01%+9,40713F-HRTimeline
Aspire Growth Partners LLC10,518$766K0.53%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC10,000$729K0.04%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…9,373$683K0.02%-17,20513F-HRTimelineGroup
HBK Sorce Advisory LLC8,626$676K0.01%-1113F-HRTimeline
CWM, LLCin group CWM, LLC8,626$629K<0.01%013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,429$468K<0.01%-8,80713F-HRTimelineGroup
Total Wealth Planning & Management, Inc.5,831$425K0.34%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,258$383K<0.01%new13F-HRTimelineGroup
Morey & Quinn Wealth Partners, LLC4,704$343K0.24%013F-HRTimeline
Millstone Evans Group, LLC4,082$297K0.18%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,940$287K<0.01%013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC3,804$277K<0.01%new13F-HRTimelineGroup
YARGER WEALTH STRATEGIES, LLC3,577$261K0.11%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA3,550$259K<0.01%013F-HRTimelineGroup
Quantinno Capital Management LP3,263$238K<0.01%013F-HRTimeline
Formidable Asset Management, LLC3,004$222K0.03%-3613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,951$215K<0.01%-44613F-HRTimelineGroup
Geneos Wealth Management Inc.2,500$182K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,450$106K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC1,265$92.1K<0.01%+70713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,151$83.9K<0.01%+45113F-HRTimelineGroup
ARCADIA INVESTMENT ADVISORS LLC245$72.1K0.03%013F-HRTimeline
UBS Group AGin group UBS Group AG782$57K<0.01%+73013F-HRTimelineGroup
TRUST CO OF TOLEDO NA /OH/600$43.7K<0.01%013F-HRTimeline
Clearstead Advisors, LLC500$36.4K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC417$30.4K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…169$12.3K<0.01%013F-HRTimeline
Park Place Capital Corp161$11.7K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…25$1.82K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$14<0.01%013F-HR/ATimelineGroupAmount filed as zero, left out of ratios.