Back to STIFEL FINANCIAL CORP STIFEL FINANCIAL CORP

UPGDUPGD
3 quarters

Position history for STIFEL FINANCIAL CORPSTIFEL FINANCIAL CORP's holdings in INVESCO EXCHANGE TRADED FD T

Yes. Stifel holds 2,951 shares of UPGD, worth $241,796, as of its Q2 2026 13F filing. The share count is unchanged from Q1 2026. Stifel has held UPGD since Q4 2025, across 3 quarterly 13F filings.

Current Value

$241,796

Current Shares

2,951

Total Value Change

-$9,519

Total Shares Change

-446

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Unchanged
2,951
0.0%
$241,7960.0%$81.93
0
2026-Q1
Decreased
2,951
-13.1%
$215,0360.0%$72.87
0
2025-Q4
New
3,397
-
$251,3150.0%$73.99
32

Other major holders of UPGD: RAYMOND JAMES FINANCIAL INC

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