# INVESCO EXCHANGE TRADED FD T (UPGD)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/UPGD/

- Reporting holders: 33
- Reported value: $32.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [RAYMOND JAMES FINANCIAL INC](https://holderbook.com/funds/720005-raymond-james-financial-inc/) | $13.0M | 158,385 | 0.0% | 7 |
| [Kingsview Wealth Management, LLC](https://holderbook.com/funds/1791965-kingsview-wealth-management-llc/) | $9.2M | 112,789 | 0.1% | 1 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $1.8M | 22,450 | 0.0% | 31 |
| [Aspire Growth Partners LLC](https://holderbook.com/funds/2055568-aspire-growth-partners-llc/) | $852.2K | 10,401 | 0.5% | 7 |
| [OXFORD FINANCIAL GROUP, LTD. LLC](https://holderbook.com/funds/1245862-oxford-financial-group-ltd-llc/) | $819.3K | 10,000 | 0.0% | 26 |
| [HBK Sorce Advisory LLC](https://holderbook.com/funds/1379995-hbk-sorce-advisory-llc/) | $721.0K | 8,602 | 0.0% | 14 |
| [Tower Research Capital LLC (TRC)](https://holderbook.com/funds/1533421-tower-research-capital-llc-trc/) | $510.2K | 6,227 | 0.0% | 27 |
| [Total Wealth Planning & Management, Inc.](https://holderbook.com/funds/2058383-total-wealth-planning-management-inc/) | $477.8K | 5,831 | 0.3% | 6 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $470.6K | 5,744 | 0.0% | 9 |
| [FLOW TRADERS U.S. LLC](https://holderbook.com/funds/1466697-flow-traders-u-s-llc/) | $441.0K | 5,377 | 0.0% | 1 |
| [Beacon Pointe Advisors, LLC](https://holderbook.com/funds/1744317-beacon-pointe-advisors-llc/) | $409.7K | 5,000 | 0.0% | 1 |
| [Geneos Wealth Management Inc.](https://holderbook.com/funds/1764754-geneos-wealth-management-inc/) | $409.7K | 5,000 | 0.0% | 33 |
| [Millstone Evans Group, LLC](https://holderbook.com/funds/2041943-millstone-evans-group-llc/) | $333.1K | 4,065 | 0.2% | 7 |
| [Morey & Quinn Wealth Partners, LLC](https://holderbook.com/funds/2055521-morey-quinn-wealth-partners-llc/) | $326.0K | 3,979 | 0.2% | 7 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $322.8K | 3,940 | 0.0% | 33 |
| [YARGER WEALTH STRATEGIES, LLC](https://holderbook.com/funds/1908607-yarger-wealth-strategies-llc/) | $295.3K | 3,577 | 0.1% | 11 |
| [GLENMEDE TRUST CO NA](https://holderbook.com/funds/314949-glenmede-trust-co-na/) | $290.9K | 3,550 | 0.0% | 3 |
| [Quantinno Capital Management LP](https://holderbook.com/funds/1759654-quantinno-capital-management-lp/) | $267.3K | 3,263 | 0.0% | 5 |
| [STIFEL FINANCIAL CORP](https://holderbook.com/funds/720672-stifel-financial-corp/) | $241.8K | 2,951 | 0.0% | 3 |
| [Formidable Asset Management, LLC](https://holderbook.com/funds/1592613-formidable-asset-management-llc/) | $218.9K | 3,004 | 0.0% | 25 |
| [NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO](https://holderbook.com/funds/1141802-northwestern-mutual-wealth-management-co/) | $118.8K | 1,450 | 0.0% | 30 |
| [FMR LLC](https://holderbook.com/funds/315066-fmr-llc/) | $103.6K | 1,265 | 0.0% | 22 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $94.3K | 1,151 | 0.0% | 26 |
| [ARCADIA INVESTMENT ADVISORS LLC](https://holderbook.com/funds/2047860-arcadia-investment-advisors-llc/) | $80.2K | 245 | 0.0% | 24 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $64.0K | 781 | 0.0% | 11 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 33 | $32.1M |
| Q1 2026 | 32 | $21.1M |
| Q4 2025 | 36 | $25.1M |
| Q3 2025 | 35 | $23.2M |
| Q2 2025 | 35 | $23.3M |
| Q1 2025 | 34 | $23.8M |
| Q4 2024 | 35 | $23.3M |
| Q3 2024 | 29 | $23.0M |
| Q2 2024 | 28 | $20.9M |
| Q1 2024 | 28 | $24.6M |
| Q4 2023 | 28 | $26.6M |
| Q3 2023 | 25 | $23.2M |