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UPGDUPGD
Showing 8 of 9 quarters

Position history for MORGAN STANLEYMORGAN STANLEY's holdings in INVESCO EXCHANGE TRADED FD T

Yes. Morgan Stanley holds 3,940 shares of UPGD, worth $322,817, as of its Q2 2026 13F filing. The share count is unchanged from Q1 2026. Morgan Stanley has held UPGD in every 13F on record since Q2 2024, 9 quarterly filings.

Current Value

$322,817

Current Shares

3,940

Total Value Change

-$86,055

Total Shares Change

-1,750

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Unchanged
3,940
0.0%
$322,8170.0%$81.93
0
2026-Q1
Unchanged
3,940
0.0%
$287,0910.0%$72.87
0
2025-Q4
Decreased
3,940
-0.6%
$291,5150.0%$73.99
0
2025-Q3
Unchanged
3,962
0.0%
$296,7000.0%$73.62
0
2025-Q2
Decreased
3,962
-20.3%
$281,1570.0%$69.75
0
2025-Q1
Decreased
4,973
-12.6%
$348,1520.0%$68.82
0
2024-Q4
Unchanged
5,690
0.0%
$393,3100.0%$67.95
0
2024-Q3
Decreased
5,690
-9.9%
$408,8720.0%$69.76
0

Other major holders of UPGD: RAYMOND JAMES FINANCIAL INC

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