INVESCO EXCHANGE TRADED FD T - BLOOMBERG ANALYS (UPGD)
Historical Holders from Q1 2018 to Q4 2025
-
Type / Class
-
Equity / BLOOMBERG ANALYS
-
Symbol
-
UPGD
-
Price per share
-
$293.10
-
All holders as of 30 Sep 2025
-
Q3 2025
-
Total 13F shares
-
309,786
-
Total reported value
-
$23,241,658
-
% of total 13F portfolios
-
0%
-
Share change
-
-11,390
-
Value change
-
-$853,749
-
Number of holders
-
35
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
As of 30 Sep 2025,
INVESCO EXCHANGE TRADED FD T - BLOOMBERG ANALYS (UPGD) has
35
institutional shareholders
filing 13F forms.
They hold
309,786 shares.
.
Institutional Holders of INVESCO EXCHANGE TRADED FD T - BLOOMBERG ANALYS (UPGD) across Reporting Periods
| Period |
Reported Shares, Excl. Options
|
Value, Excl. Options
|
Value Change
|
Puts Notional Value
|
Calls Notional Value
|
Price
|
Investors
|
|
2025 Q4
|
4,223
|
$592,472
|
+$1,136
|
|
|
$293.10
|
2
|
|
2025 Q3
|
309,786
|
$23,241,658
|
-$853,749
|
|
|
$74.89
|
35
|
|
2025 Q2
|
327,007
|
$23,259,228
|
-$672,076
|
|
|
$70.96
|
35
|
|
2025 Q1
|
336,318
|
$23,528,496
|
+$5,238
|
|
|
$70.01
|
32
|
|
2024 Q4
|
336,570
|
$23,306,419
|
+$242,950
|
|
|
$69.12
|
34
|
|
2024 Q3
|
319,980
|
$22,992,543
|
+$154,208
|
|
|
$71.86
|
26
|
|
2024 Q2
|
318,064
|
$20,871,658
|
-$2,636,049
|
|
|
$65.48
|
26
|
|
2024 Q1
|
358,171
|
$23,726,235
|
-$4,218,023
|
|
|
$66.17
|
26
|
|
2023 Q4
|
327
|
$48,150
|
|
|
|
$147.25
|
1
|
|
2023 Q3
|
414,979
|
$23,127,988
|
-$4,045,846
|
|
|
$55.73
|
23
|
|
2023 Q2
|
487,747
|
$28,384,446
|
+$323,294
|
|
|
$58.19
|
28
|
|
2023 Q1
|
482,384
|
$26,723,583
|
+$654,852
|
|
|
$55.40
|
29
|
|
2022 Q4
|
465,288
|
$25,219,971
|
+$1,016,426
|
|
|
$54.19
|
25
|
|
2022 Q3
|
447,917
|
$22,703,265
|
+$1,302,756
|
|
|
$50.66
|
23
|
|
2022 Q2
|
418,602
|
$21,430,460
|
-$37,829
|
|
|
$51.17
|
24
|
|
2022 Q1
|
422,748
|
$25,815,424
|
-$2,078,153
|
|
|
$61.07
|
24
|
|
2021 Q4
|
456,146
|
$28,677,145
|
+$853,178
|
|
|
$62.86
|
26
|
|
2021 Q3
|
429,823
|
$25,817,024
|
+$3,134,496
|
|
|
$60.05
|
25
|
|
2021 Q2
|
377,707
|
$23,217,602
|
-$3,325,878
|
|
|
$61.50
|
24
|
|
2021 Q1
|
433,209
|
$25,097,147
|
-$3,365,826
|
|
|
$57.90
|
26
|
|
2020 Q4
|
483,375
|
$24,616,374
|
-$1,744,041
|
|
|
$50.93
|
20
|
|
2020 Q3
|
522,893
|
$20,817,927
|
-$2,801,110
|
|
|
$39.82
|
22
|
|
2020 Q2
|
593,370
|
$23,173,624
|
-$86,873
|
|
|
$39.05
|
22
|
|
2020 Q1
|
596,572
|
$17,098,465
|
-$4,571,711
|
|
|
$28.66
|
21
|
|
2019 Q4
|
732,398
|
$35,220,236
|
-$3,700,864
|
|
|
$48.09
|
24
|
|
2019 Q3
|
808,949
|
$34,427,024
|
-$988,788
|
|
|
$42.56
|
24
|
|
2019 Q2
|
832,017
|
$37,390,980
|
-$1,431,169
|
|
|
$44.94
|
23
|
|
2019 Q1
|
858,351
|
$37,527,488
|
-$1,857,480
|
|
|
$43.72
|
25
|
|
2018 Q4
|
898,725
|
$32,803,600
|
-$714,389
|
|
|
$36.52
|
21
|
|
2018 Q3
|
918,194
|
$44,476,377
|
+$2,531,816
|
|
|
$48.44
|
20
|
|
2018 Q2
|
876,174
|
$51,995
|
+$51,977
|
|
|
$0.05
|
19
|
|
2018 Q1
|
400
|
$17,308
|
+$17,308
|
|
|
$43.27
|
1
|