UPGDINVESCO EXCHANGE TRADED FD T
CUSIP 46137V522 · Yahoo Finance ↗ · Google Finance ↗
Invesco Exchange Traded Fd T (UPGD) has 32 institutional holders in Filings Flow’s 13F database, together reporting 287.9K shares worth $21M as of Q1 2026. The largest reported holders are Raymond James Financial Inc, Lpl Financial LLC, and Del-Sette Capital Management, LLC.
Institutional Holders
32
Q1 2026
Reported Value
$21M
Ticker
UPGD
Quarters Tracked
29
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $12M | 159.6K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $2M | 21.5K | Q1 2026 |
| Del-Sette Capital Management, LLC$167M AUM | 0.50% | $809,214 | 10.9K | Q4 2025OLDER |
| Aspire Growth Partners LLC$146M AUM | 0.53% | $766,417 | 10.5K | Q1 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC$1.9B AUM | 0.04% | $728,657 | 10.0K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.02% | $682,970 | 9.4K | Q1 2026 |
| HBK Sorce Advisory LLC$5.0B AUM | 0.01% | $675,626 | 8.6K | Q1 2026 |
| HRT FINANCIAL LP$40.1B AUM | 0.00% | $667,000 | 9.0K | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $628,569 | 8.6K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $468,454 | 6.4K | Q1 2026 |
| Total Wealth Planning & Management, Inc.$135M AUM | 0.31% | $424,880 | 5.8K | Q1 2026 |
| MGB Wealth Management, LLC$350M AUM | 0.12% | $422,628 | 5.7K | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $383,128 | 5.3K | Q1 2026 |
| Morey & Quinn Wealth Partners, LLC$141M AUM | 0.24% | $342,760 | 4.7K | Q1 2026 |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.01% | $302,000 | 4.1K | Q4 2025OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.18% | $297,438 | 4.1K | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $287,091 | 3.9K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $277,181 | 3.8K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $272,420 | 3.6K | Q4 2025OLDER |
| YARGER WEALTH STRATEGIES, LLC$248M AUM | 0.10% | $260,636 | 3.6K | Q1 2026 |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $258,673 | 3.5K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $237,761 | 3.3K | Q1 2026 |
| Formidable Asset Management, LLC$648M AUM | 0.03% | $222,262 | 3.0K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $215,036 | 3.0K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $182,164 | 2.5K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $105,655 | 1.4K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $93,078 | 1.3K | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $92,144 | 1.3K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $83,873 | 1.2K | Q1 2026 |
| ARCADIA INVESTMENT ADVISORS LLC$212M AUM | 0.03% | $72,070 | 245 | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $65,900 | 880 | Q3 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $56,981 | 782 | Q1 2026 |
| TRUST CO OF TOLEDO NA /OH/$1.1B AUM | 0.00% | $43,719 | 600 | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $36,433 | 500 | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $30,385 | 417 | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $20,594 | 275 | Q3 2025OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $12,314 | 169 | Q1 2026 |
| Park Place Capital Corp$499M AUM | 0.00% | $11,731 | 161 | Q1 2026 |
| Provenance Wealth Advisors, LLC$945M AUM | 0.00% | $4,119 | 55 | Q3 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $1,822 | 25 | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $14 | 0 | Q1 2026 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.