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UPGD

1 quarters

Position history for Beacon Pointe Advisors, LLCBeacon Pointe Advisors, LLC's holdings in INVESCO EXCHANGE TRADED FD T

Yes. Beacon Pointe Advisors holds 5,000 shares of UPGD, worth $409,667, as of its Q2 2026 13F filing. It opened the position in Q2 2026.

Current Value

$409,667

Current Shares

5,000

Total Value Change

$0

Total Shares Change

0

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
New
5,000
-
$409,6670.0%$81.93
33

Other major holders of UPGD: Raymond James Financial Inc.

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