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Public ownership evidence

Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) Ownership Disclosures

Read UPGD insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T23:32:50.005Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Kingsview Wealth Management, LLC2026-06-302026-08-2027,239$2,231,781None
Kingsview Wealth Management, LLC2026-06-302026-08-2085,550$7,009,394None
Beacon Pointe Advisors, LLC2026-06-302026-08-195,000$409,667None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,151$94,301None
FLOW TRADERS U.S. LLC2026-06-302026-08-155,377$441,000None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-155,744$470,625None
Park Place Capital Corp2026-06-302026-08-15161$13,191None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15114,264$9,361,987None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1544,121$3,614,959None
WELLS FARGO & COMPANY/MN2026-06-302026-08-150$37None
Quantinno Capital Management LP2026-06-302026-08-143,263$267,348None
Steward Partners Investment Advisory, LLC2026-06-302026-08-1425$2,048None
UBS Group AG2026-06-302026-08-14781$63,990None
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2026-06-302026-08-14417$34,166None
MORGAN STANLEY2026-06-302026-08-143,940$322,817None
FMR LLC2026-06-302026-08-141,265$103,610None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-131,450$118,803None
STIFEL FINANCIAL CORP2026-06-302026-08-132,951$241,796None
JPMORGAN CHASE & CO2026-06-302026-08-13144$11,801None
Keating Financial Advisory Services, Inc.2026-06-302026-08-12169$13,847None
Millstone Evans Group, LLC2026-06-302026-08-124,065$333,059None
Tower Research Capital LLC (TRC)2026-06-302026-08-126,227$510,199None
OXFORD FINANCIAL GROUP, LTD. LLC2026-06-302026-08-1210,000$819,333None
GLENMEDE TRUST CO NA2026-06-302026-08-113,550$290,863None
LPL Financial LLC2026-06-302026-08-0822,450$1,839,432None
Geneos Wealth Management Inc.2026-06-302026-08-075,000$409,667None
HBK Sorce Advisory LLC2026-06-302026-08-078,602$721,029None
Aspire Growth Partners LLC2026-06-302026-07-3010,401$852,227None
Total Wealth Planning & Management, Inc.2026-06-302026-07-295,831$477,753None
Morey & Quinn Wealth Partners, LLC2026-06-302026-07-283,979$326,013None
VIMA LLC2026-06-302026-07-25372$30,473None
Formidable Asset Management, LLC2026-06-302026-07-183,004$218,889None
TRUST CO OF TOLEDO NA /OH/2026-06-302026-07-17600$49,160None

90-day public filing window, up to 50 source positions.

Kingsview Wealth Management, LLC ↗Kingsview Wealth Management, LLC ↗Beacon Pointe Advisors, LLC ↗OSAIC HOLDINGS, INC. ↗FLOW TRADERS U.S. LLC ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗Park Place Capital Corp ↗RAYMOND JAMES FINANCIAL INC ↗RAYMOND JAMES FINANCIAL INC ↗WELLS FARGO & COMPANY/MN ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.