INVESCO EXCHANGE TRADED FD T - BLOOMBERG ANALYS (UPGD)

Historical Holders from Q1 2018 to Q1 2025

Symbol
UPGD
CUSIP
46137V522
Type / Class
Equity / BLOOMBERG ANALYS
All holders as of December 31, 2024
Q4 2024
Shares, excl. options
337K
Holdings value
$23.3M
% of all portfolios
0%
Grand Portfolio weight change
+0%
Number of holders
34
Number of buys
10
Number of sells
-6
Average Value change %
+0%
Average buys %
+0%
Average sells %
0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of INVESCO EXCHANGE TRADED FD T - BLOOMBERG ANALYS (UPGD)

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q1 12K $841K +$34.3K $70.01 3
2024 Q4 337K $23.3M +$243K $69.12 34
2024 Q3 320K $23M +$154K $71.86 26
2024 Q2 318K $20.9M -$2.64M $65.48 26
2024 Q1 358K $23.7M -$4.22M $66.17 26
2023 Q4 423K $26.1M +$225K $61.79 25
2023 Q3 415K $23.1M -$4.05M $55.73 23
2023 Q2 488K $28.4M +$323K $58.19 28
2023 Q1 482K $26.7M +$655K $55.40 29
2022 Q4 465K $25.2M +$1.02M $54.19 25
2022 Q3 448K $22.7M +$1.3M $50.66 23
2022 Q2 419K $21.4M -$37.8K $51.17 24
2022 Q1 423K $25.8M -$2.08M $61.07 24
2021 Q4 456K $28.7M +$853K $62.86 26
2021 Q3 430K $25.8M +$3.13M $60.05 25
2021 Q2 378K $23.2M -$3.33M $61.50 24
2021 Q1 433K $25.1M -$3.37M $57.90 26
2020 Q4 483K $24.6M -$1.74M $50.93 20
2020 Q3 523K $20.8M -$2.8M $39.82 22
2020 Q2 593K $23.2M -$86.9K $39.05 22
2020 Q1 597K $17.1M -$4.57M $28.66 21
2019 Q4 732K $35.2M -$3.7M $48.09 24
2019 Q3 809K $34.4M -$989K $42.56 24
2019 Q2 832K $37.4M -$1.43M $44.94 23
2019 Q1 858K $37.5M -$1.86M $43.72 25
2018 Q4 899K $32.8M -$714K $36.52 21
2018 Q3 918K $44.5M +$2.53M $48.44 20
2018 Q2 876K $52K +$52K $0.05 19
2018 Q1 400 $17.3K +$17.3K $43.27 1