NYSEARCA:UPGD Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) Price, Holdings, & News $71.85 +0.95 (+1.34%) As of 01/21/2025 04:10 PM Eastern Add Compare Share Share Stock Analysis Stock AnalysisChartHoldingsOwnershipRatings About Invesco Bloomberg Analyst Rating Improvers ETF (NYSEARCA:UPGD) 30 days 90 days 365 days Advanced Chart View Price History Chart DataSkip Price History Chart Get UPGD alerts:Sign Up Key Stats Today's Range$71.85▼$71.8550-Day Range$68.40▼$75.6652-Week Range$59.88▼$75.85Volume226 shsAverage Volume2,169 shsMarket Capitalization$122.86 millionAssets Under Management$109.99 millionDividend Yield1.30%Net Expense Ratio0.40%Aggregate RatingHold ETF OverviewThe 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.Read More… Invesco Bloomberg Analyst Rating Improvers ETF ExpensesTypeUPGDLarge & Mid Caps ETFsEquity ETFsNYSEARCA ETFsAll ETFsManagement Fee0.40%0.60%0.55%0.51%0.52%Other Expenses0.00%0.44%0.49%0.57%0.54%Total Expense0.40%0.67%0.71%0.73%0.71%Fee Waiver0.00%-0.27%-0.51%-0.66%-0.56%Net Expense0.40%0.65%0.61%0.58%0.59% Receive UPGD Stock News and Ratings via Email Sign-up to receive the latest news and ratings for Invesco Bloomberg Analyst Rating Improvers ETF and its competitors with MarketBeat's FREE daily newsletter. Email Address UPGD ETF News HeadlinesUPGD: A Super Interesting Fund Focused On AnalystsNovember 15, 2024 | seekingalpha.comSee More Headlines UPGD ETF - Frequently Asked Questions How have UPGD shares performed this year? Invesco Bloomberg Analyst Rating Improvers ETF's stock was trading at $69.12 on January 1st, 2025. Since then, UPGD stock has increased by 3.9% and is now trading at $71.85. View the best growth stocks for 2025 here. 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. Fund Details IssuerInvesco Fund NameInvesco Bloomberg Analyst Rating Improvers ETF Tax ClassificationRegulated Investment Company Stock ExchangeNYSEARCACurrent SymbolNYSEARCA:UPGD Inception Date5/19/2006 Fund ManagerPeter Hubbard, Michael Jeanette, Pratik Doshi, Tony Seisser WebN/A PhoneN/AFund Focus Asset ClassEquity BenchmarkBloomberg ANR Improvers Index CategorySize and Style FocusLarge & Mid Caps Development LevelDeveloped Markets RegionNorth America Number of Holdings105 Fund Statistics Assets Under Management$109.99 million Average Daily Volume$0.00 Discount/Premium-0.09% Administrator, Advisor and Custodian AdministratorThe Bank of New York Mellon Corporation AdvisorInvesco Capital Management LLC CustodianThe Bank of New York Mellon Corporation DistributorInvesco Distributors, Inc. Transfer AgentThe Bank of New York Mellon Corporation TrusteeN/A Lead Market MakerLatour Trading Miscellaneous Outstanding Shares1,710,000Beta1.06 Creation Unit10,000 Creation Fee$250.00 7 Stocks to Own Before the 2024 ElectionLooking to avoid the hassle of mudslinging, volatility, and uncertainty? You'd need to be out of the market, which isn’t viable. So where should investors put their money? Find out with this report.Get This Free Report Top 10 UPGD HoldingsWaters (NYSE:WAT)Holding Weight: 2.18%Kinder Morgan (NYSE:KMI)Holding Weight: 2.12%J. M. Smucker (NYSE:SJM)Holding Weight: 2.09%AT&T (NYSE:T)Holding Weight: 2.08%Mosaic (NYSE:MOS)Holding Weight: 2.08%Automatic Data Processing (NASDAQ:ADP)Holding Weight: 2.05%Williams Companies (NYSE:WMB)Holding Weight: 2.02%C.H. Robinson Worldwide (NASDAQ:CHRW)Holding Weight: 2.01%Ecolab (NYSE:ECL)Holding Weight: 2.01%Campbell Soup (NASDAQ:CPB)Holding Weight: 2.00%Full Holdings DetailsUPGD Sector ExposureUPGD Industry Exposure This page (NYSEARCA:UPGD) was last updated on 1/22/2025 by MarketBeat.com Staff From Our PartnersBill Gates’ is about to mint millionaires (again) with Stargate.This little-known project that Bill Gates has been quietly working on that’s about to unleash an AI breakthrou...Brownstone Research | SponsoredDid You See Trump’s Manhattan Project Bombshell?This secret document contains stunning details about Donald Trump’s very first order of business… the minute h...Banyan Hill Publishing | SponsoredTrump currency shock imminentTrump's Quiet $1.9 Trillion Move Against the Fed A small army of Americans, with Trump's support, has launc...Stansberry Research | SponsoredJanuary 29th - the next big trading catalyst to watch Mark your calendar for January 29th. 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