Morey & Quinn Wealth Partners LLC Trims Stock Holdings in Invesco Bloomberg Analyst Rating Improvers ETF $UPGD

Morey & Quinn Wealth Partners LLC decreased its holdings in Invesco Bloomberg Analyst Rating Improvers ETF (NYSEARCA:UPGD) by 4.3% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 4,706 shares of the company’s stock after selling 210 shares during the period. Morey & Quinn Wealth Partners LLC’s holdings in Invesco Bloomberg Analyst Rating Improvers ETF were worth $334,000 at the end of the most recent reporting period.

Several other large investors have also recently modified their holdings of UPGD. Freestone Capital Holdings LLC purchased a new position in shares of Invesco Bloomberg Analyst Rating Improvers ETF in the first quarter worth about $228,000. Wealth Enhancement Advisory Services LLC purchased a new position in Invesco Bloomberg Analyst Rating Improvers ETF during the first quarter valued at approximately $251,000. Flow Traders U.S. LLC grew its stake in Invesco Bloomberg Analyst Rating Improvers ETF by 11.7% during the first quarter. Flow Traders U.S. LLC now owns 5,245 shares of the company’s stock valued at $367,000 after acquiring an additional 550 shares in the last quarter. HBK Sorce Advisory LLC grew its stake in Invesco Bloomberg Analyst Rating Improvers ETF by 3.3% during the first quarter. HBK Sorce Advisory LLC now owns 8,638 shares of the company’s stock valued at $605,000 after acquiring an additional 276 shares in the last quarter. Finally, LPL Financial LLC grew its stake in Invesco Bloomberg Analyst Rating Improvers ETF by 218.6% during the first quarter. LPL Financial LLC now owns 26,269 shares of the company’s stock valued at $1,839,000 after acquiring an additional 18,023 shares in the last quarter.

Invesco Bloomberg Analyst Rating Improvers ETF Trading Up 0.2%

Shares of NYSEARCA:UPGD opened at $75.52 on Thursday. The company has a 50 day moving average of $74.20 and a 200 day moving average of $71.18. The stock has a market cap of $111.01 million, a P/E ratio of 20.47 and a beta of 0.98. Invesco Bloomberg Analyst Rating Improvers ETF has a 12 month low of $61.76 and a 12 month high of $76.05.

About Invesco Bloomberg Analyst Rating Improvers ETF

The Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) is an exchange-traded fund that is based on the Bloomberg ANR Improvers index. The fund tracks an equal-weighted index of large-and mid-cap US stocks that are identified to have the most improved consensus ratings based on analyst recommendations.