Morey & Quinn Wealth Partners LLC Has $334,000 Position in Invesco Bloomberg Analyst Rating Improvers ETF $UPGD

Morey & Quinn Wealth Partners LLC lowered its stake in shares of Invesco Bloomberg Analyst Rating Improvers ETF (NYSEARCA:UPGD) by 4.3% in the second quarter, according to its most recent disclosure with the SEC. The fund owned 4,706 shares of the company’s stock after selling 210 shares during the period. Morey & Quinn Wealth Partners LLC owned approximately 0.31% of Invesco Bloomberg Analyst Rating Improvers ETF worth $334,000 as of its most recent filing with the SEC.

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

Invesco Bloomberg Analyst Rating Improvers ETF Stock Up 0.2%

NYSEARCA:UPGD opened at $75.52 on Thursday. The firm has a market capitalization of $111.01 million, a PE 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. The firm has a 50-day moving average price of $74.20 and a 200 day moving average price of $71.18.

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.