Morey & Quinn Wealth Partners LLC Has $344,000 Holdings in Invesco Bloomberg Analyst Rating Improvers ETF (NYSEARCA:UPGD)

Morey & Quinn Wealth Partners LLC trimmed its holdings in Invesco Bloomberg Analyst Rating Improvers ETF (NYSEARCA:UPGD) by 3.2% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 4,916 shares of the company’s stock after selling 165 shares during the period. Morey & Quinn Wealth Partners LLC owned 0.32% of Invesco Bloomberg Analyst Rating Improvers ETF worth $344,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors also recently made changes to their positions in UPGD. Wells Fargo & Company MN acquired a new stake in shares of Invesco Bloomberg Analyst Rating Improvers ETF in the fourth quarter valued at approximately $30,000. Smith Moore & CO. increased its stake in Invesco Bloomberg Analyst Rating Improvers ETF by 14.3% in the fourth quarter. Smith Moore & CO. now owns 3,195 shares of the company’s stock valued at $221,000 after acquiring an additional 400 shares during the last quarter. Wealth Enhancement Advisory Services LLC bought a new position in Invesco Bloomberg Analyst Rating Improvers ETF in the first quarter valued at approximately $251,000. Millstone Evans Group LLC bought a new position in Invesco Bloomberg Analyst Rating Improvers ETF in the fourth quarter valued at approximately $312,000. Finally, Total Wealth Planning & Management Inc. bought a new position in Invesco Bloomberg Analyst Rating Improvers ETF in the fourth quarter valued at approximately $406,000.

Invesco Bloomberg Analyst Rating Improvers ETF Price Performance

Shares of NYSEARCA:UPGD opened at $69.19 on Friday. The company’s 50 day simple moving average is $68.63 and its 200 day simple moving average is $70.15. The stock has a market capitalization of $104.48 million, a price-to-earnings ratio of 21.64 and a beta of 1.01. Invesco Bloomberg Analyst Rating Improvers ETF has a 1 year low of $61.76 and a 1 year high of $75.85.

Invesco Bloomberg Analyst Rating Improvers ETF Company Profile

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.