INVESCO EXCHANGE TRADED FD T

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UPGD·46137V522·US·ETF

UPGD (INVESCO EXCHANGE TRADED FD T) is held by 16 institutional investors as of Q2 2026. Largest holders: RAYMOND JAMES FINANCIAL INC ($13M), LPL Financial LLC ($1.8M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($470,625). Net institutional sentiment: Mixed.

16

Holders

(3 Elite)

$17.2M

Total Value

38% (8)

Consensus

3 buying - 5 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)45

Insider (Form 4)63

Activist (13D/13G)55

Congressional (STOCK Act)51

Holder Quality

49

★★★★★

Elite

13

★★★★

Strong

57

★★★

Solid

15

★★

Below

62

★

Weak

Held by 16 funds

3 elite

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for UPGD.

Top Holders

Top Holders (16)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
RAYMOND JAMES FINANCIAL INC	Decreased	158,385(-0.8%)	$13M	0.0%	+19.63%	0
LPL Financial LLC	Increased	22,450(+4.4%)	$1.8M	0.0%	+17.63%	27
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	5,744(-10.7%)	$470,625	0.0%	+14.23%	0
Beacon Pointe Advisors, LLC	New	5,000	$409,667	0.0%	-0.62%	33
MORGAN STANLEY	Unchanged	3,940	$322,817	0.0%	+28.10%	0
GLENMEDE TRUST CO NA	Unchanged	3,550	$290,863	0.0%	+9.05%	0
Quantinno Capital Management LP	Unchanged	3,263	$267,348	0.0%	+17.39%	0
STIFEL FINANCIAL CORP	Unchanged	2,951	$241,796	0.0%	+9.05%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Unchanged	1,450	$118,803	0.0%	+88.82%	0
FMR LLC	Unchanged	1,265	$103,610	0.0%	+22.39%	0
OSAIC HOLDINGS, INC.	Unchanged	1,151	$94,301	0.0%	+34.54%	0
UBS Group AG	Decreased	781(-0.1%)	$63,990	0.0%	+4.32%	0
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	Unchanged	417	$34,166	0.0%	+38.54%	0
JPMORGAN CHASE & CO	New	144	$11,801	0.0%	-0.62%	27
Steward Partners Investment Advisory, LLC	Unchanged	25	$2,048	0.0%	+19.88%	0
WELLS FARGO & COMPANY/MN	Unchanged	0	$37	0.0%	+17.39%	0
CITADEL ADVISORS LLC	Exited	0(-100.0%)	$383,128	0.0%	+4.40%	0
JANE STREET GROUP, LLC	Exited	0(-100.0%)	$277,181	0.0%	+4.40%	0

UPGDINVESCO EXCHANGE TRADED FD T

1M3M6M1Y3Y5Y

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer