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O'SHAUGHNESSY ASSET MANAGEMENT, LLC
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
UPGDShowing 8 of 18 quarters
Position history for O'SHAUGHNESSY ASSET MANAGEMENT, LLC's holdings in INVESCO EXCHANGE TRADED FD T
Yes. O'Shaughnessy Asset Management holds 417 shares of UPGD, worth $34,166, as of its Q2 2026 13F filing. The share count is unchanged from Q1 2026. O'Shaughnessy Asset Management has held UPGD since Q1 2022, across 18 quarterly 13F filings.
Current Value
$34,166
Current Shares
417
Total Value Change
+$3,978
Total Shares Change
0
Quarter-by-Quarter History
Other major holders of UPGD: RAYMOND JAMES FINANCIAL INC