Invesco Bloomberg Analyst Rating Improvers ETF
UPGD
Closed
$82.11
Closed
-(-)
At close
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About
UPGD was created on 2006-05-19 by Invesco. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 118.17m in AUM and 51 holdings. UPGD 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.
Company
Invesco
Asset class
Equity
Inception date
2006
Investment segment
Total Market
ISIN
US46137V5223
Website
Key stats
Open
$82.26
Volume
541.00
AUM
$119.27M
Prev. close
$82.10
Expense ratio
0.40%
P/E
22.22
$82.11
Day’s Range
$82.26
$71.51
52W Range
$83.30
What’s in the fund
53
Total holdings
Caterpillar Inc.
2.74%
Cloudflare, Inc., Class A
2.61%
Palantir Technologies Inc., Class A
2.56%
C.H. Robinson Worldwide, Inc.
2.54%
International Business Machines Corp.
2.53%
Fair Isaac Corp.
2.46%
Zoom Communications, Inc., Class A
2.41%
Invesco Private Prime Fund
2.40%
Waters Corp.
2.35%
Others
77.40%
Returns
Performance
_
Difference
_
Invesco Bloomberg Analyst Rating Improvers ETF
Dec
26
Dividends
The last payment date was Dec 26, 2025
Div. per Share
$1.29
Div. Yield
1.57%
Div. Growth YoY
46.64%
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Schedule your free first call with a financial advisor on CUSP Wealth
*T&Cs apply