How have UPGD shares performed in 2024?

Invesco Bloomberg Analyst Rating Improvers ETF's stock was trading at $65.15 at the beginning of the year. Since then, UPGD stock has decreased by 0.1% and is now trading at $65.1050. View the best growth stocks for 2024 here .

What does UPGD invest in?

Invesco Bloomberg Analyst Rating Improvers ETF is a equity fund issued by Invesco. UPGD focuses on large & mid caps investments and follows the Bloomberg ANR Improvers Index. The fund's investments total to approximately $112.25 million assets under management.

What stocks does Invesco Bloomberg Analyst Rating Improvers ETF hold?

UPGD invests in 54 holdings. Some of the stocks in their portfolio include NRG Energy (NRG) , Avangrid (AGR) , Genuine Parts (GPC) , Hubbell (HUBB) , McCormick & Company, Incorporated (MKC) , ONEOK (OKE) , Kinder Morgan (KMI) , General Mills (GIS) , Oracle (ORCL) and Southern (SO) .

What is the management fee for Invesco Bloomberg Analyst Rating Improvers ETF?

Invesco Bloomberg Analyst Rating Improvers ETF's management fee is 0.40% and has no other recorded expenses or fee waivers. The net expense ratio for UPGD is 0.40%.

How do I buy shares of Invesco Bloomberg Analyst Rating Improvers ETF?

Shares of UPGD stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services. Compare Top Brokerages Here .

NYSEARCA:UPGD

Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) Price, Holdings, & News

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$65.10

+0.57 (+0.88%)

(As of 05/3/2024 ET)

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Today's Range: $64.97
▼
$65.11
50-Day Range: N/A
52-Week Range: $51.59
▼
$66.48

Volume: 634 shs
Average Volume: 5,467 shs
Market Capitalization: $113.28 million

Assets Under Management: $112.25 million
Dividend Yield: 1.34%
Net Expense Ratio: 0.40%

Stock Analysis Chart Holdings Ratings

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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. UPGD was launched on May 19, 2006 and is issued by Invesco.

UPGD Stock Price History

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UPGD ETF News Headlines

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Fund Details

Issuer: Invesco
Fund Name: Invesco Bloomberg Analyst Rating Improvers ETF
Tax Classification: Regulated Investment Company
Stock Exchange: NYSEARCA
Current Symbol: NYSEARCA:UPGD
Inception Date: 5/19/2006
Fund Manager: Peter Hubbard, Michael Jeanette, Pratik Doshi, Tony Seisser
Web: N/A
Phone: N/A

Fund Focus

Asset Class: Equity
Benchmark: Bloomberg ANR Improvers Index
Category: Size and Style
Focus: Large & Mid Caps
Development Level: Developed Markets
Region: North America
Number of Holdings: 52

Fund Statistics

Assets Under Management: $111.38 million
Average Daily Volume: $0.00
Discount/Premium: -0.11%

Administrator, Advisor and Custodian

Administrator: The Bank of New York Mellon Corporation
Advisor: Invesco Capital Management LLC
Custodian: The Bank of New York Mellon Corporation
Distributor: Invesco Distributors, Inc.
Transfer Agent: The Bank of New York Mellon Corporation
Trustee: N/A
Lead Market Maker: Latour Trading

Miscellaneous

Outstanding Shares: 1,740,000
Beta: 1.09
Creation Unit: 10,000
Creation Fee: $250.00

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Invesco Bloomberg Analyst Rating Improvers ETF Expenses

Type	UPGD	Large & Mid Caps ETFs	Equity ETFs	NYSEARCA ETFs	All ETFs
Management Fee	0.40%	0.54%	0.54%	0.50%	0.51%
Other Expenses	0.00%	0.51%	0.54%	0.64%	0.58%
Total Expense	0.40%	0.68%	0.70%	0.74%	0.70%
Fee Waiver	0.00%	-0.31%	-0.55%	-0.69%	-0.57%
Net Expense	0.40%	0.60%	0.60%	0.58%	0.58%

Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) Holdings & Exposure

Top 10 UPGD Holdings

UPGD Sector Exposure

UPGD Industry Exposure

Full Holdings Details

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UPGD ETF - Frequently Asked Questions

How have UPGD shares performed in 2024?: Invesco Bloomberg Analyst Rating Improvers ETF's stock was trading at $65.15 at the beginning of the year. Since then, UPGD stock has decreased by 0.1% and is now trading at $65.1050.
View the best growth stocks for 2024 here.
What does UPGD invest in?: Invesco Bloomberg Analyst Rating Improvers ETF is a equity fund issued by Invesco. UPGD focuses on large & mid caps investments and follows the Bloomberg ANR Improvers Index. The fund's investments total to approximately $112.25 million assets under management.
What stocks does Invesco Bloomberg Analyst Rating Improvers ETF hold?: UPGD invests in 54 holdings. Some of the stocks in their portfolio include NRG Energy (NRG), Avangrid (AGR), Genuine Parts (GPC), Hubbell (HUBB), McCormick & Company, Incorporated (MKC), ONEOK (OKE), Kinder Morgan (KMI), General Mills (GIS), Oracle (ORCL) and Southern (SO).

What is the management fee for Invesco Bloomberg Analyst Rating Improvers ETF?: Invesco Bloomberg Analyst Rating Improvers ETF's management fee is 0.40% and has no other recorded expenses or fee waivers. The net expense ratio for UPGD is 0.40%.
How do I buy shares of Invesco Bloomberg Analyst Rating Improvers ETF?: Shares of UPGD stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.
Compare Top Brokerages Here.

This page (NYSEARCA:UPGD) was last updated on 5/4/2024 by MarketBeat.com Staff

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