NYSEARCA:UPGD Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) Price, Holdings, & News → Could Your Accounts Be Frozen? (From Allegiance Gold) (Ad) Free UPGD Stock Alerts $65.10 +0.57 (+0.88%) (As of 05/3/2024 ET) Add Compare Share Share Today's Range$64.97▼$65.1150-Day Range N/A52-Week Range$51.59▼$66.48Volume634 shsAverage Volume5,467 shsMarket Capitalization$113.28 millionAssets Under Management$112.25 millionDividend Yield1.34%Net Expense Ratio0.40% Stock AnalysisStock AnalysisChartHoldingsRatingsStock AnalysisChartHoldingsRatings Get Invesco Bloomberg Analyst Rating Improvers ETF alerts: Email Address About Invesco Bloomberg Analyst Rating Improvers ETFThe 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 UPGD Stock Price History View Price History Chart DataSkip Price History Chart 30 days | 90 days | 365 days | Advanced Chart UPGD ETF News HeadlinesNo headlines for this company have been tracked by MarketBeat.com 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 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 Holdings52 Fund Statistics Assets Under Management$111.38 million Average Daily Volume$0.00 Discount/Premium-0.11% 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 Shares1,740,000Beta1.09 Creation Unit10,000 Creation Fee$250.00 The Next 7 Blockbuster Stocks for Growth InvestorsWondering what the next stocks will be that hit it big, with solid fundamentals? Click the link below to learn more about how your portfolio could bloom.Get This Free Report Ad Allegiance GoldCould Your Accounts Be Frozen?The US Dollar Is "Finished" A deteriorating economy, global instability, and a weakened banking system have pushed the U.S. financial system to the brink, imperiling the value of your savings and investments.Get your Free Wealth Protection Kit Invesco Bloomberg Analyst Rating Improvers ETF ExpensesTypeUPGDLarge & Mid Caps ETFsEquity ETFsNYSEARCA ETFsAll ETFsManagement Fee0.40%0.54%0.54%0.50%0.51%Other Expenses0.00%0.51%0.54%0.64%0.58%Total Expense0.40%0.68%0.70%0.74%0.70%Fee Waiver0.00%-0.31%-0.55%-0.69%-0.57%Net Expense0.40%0.60%0.60%0.58%0.58% Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) Holdings & ExposureTop 10 UPGD HoldingsNRG Energy(NYSE:NRG)Holding Weight: 2.68%Avangrid(NYSE:AGR)Holding Weight: 2.29%Genuine Parts(NYSE:GPC)Holding Weight: 2.23%Hubbell(NYSE:HUBB)Holding Weight: 2.17%McCormick & Company, Incorporated(NYSE:MKC)Holding Weight: 2.17%ONEOK(NYSE:OKE)Holding Weight: 2.16%Kinder Morgan(NYSE:KMI)Holding Weight: 2.15%General Mills(NYSE:GIS)Holding Weight: 2.13%Oracle(NYSE:ORCL)Holding Weight: 2.11%Southern(NYSE:SO)Holding Weight: 2.11%UPGD Sector ExposureUPGD Industry ExposureFull Holdings Details Similar ETFsRunning Oak Efficient Growth ETFNASDAQ:RUNNAstoria US Quality Kings ETFNASDAQ:ROESGI Enhanced Global Income ETFNASDAQ:GINXInvesco Bloomberg Pricing Power ETFNYSEARCA:POWAJohn Hancock Disciplined Value International Select ETFNYSEARCA:JDVI 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 From Our PartnersElon to Transform U.S. Economy? Porter & CompanyAutomatic Income (from home)Awesomely, LLCGlobal crypto currency reset (41 major banks signed up)Stansberry ResearchCould Your Accounts Be Frozen?Allegiance GoldThe Gold Grab of the CenturyColonial MetalsStock-Picking AI Predicts #1 Stock of 2024AltimetryThe A.I. story nobody is telling you (Read ASAP)TradeSmithHave You Seen Elon’s New A.I. Device? (Picture Inside)InvestorPlace Adding Choose a watchlist: Watchlist Adding You have already added five stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding Invesco Bloomberg Analyst Rating Improvers ETF Please log in to your account or sign up in order to add this asset to your watchlist. Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.