Latest Period
Q2 2026
Security Snapshot
INVESCO EXCHANGE TRADED FD T - BLOOMBERG ANALYS (UPGD) Institutional Ownership
CUSIP: 46137V522
13F Institutional Holders and Ownership History from Q1 2018 to Q2 2026
Institutions Reporting
32
Shares (Excl. Options)
390,915
Price
$81.93
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- Security type / class
- Equity / BLOOMBERG ANALYS
- Symbol
- UPGD
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 390,915
- Total 13F value
- $32,080,722
- Portfolio coverage rank
- 0%
- Share change
- +111,281
- Value change
- +$9,204,728
- Number of holders
- 32
- SEC-reported price per share
- $82.42
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- UPGD - INVESCO EXCHANGE TRADED FD T - BLOOMBERG ANALYS is tracked under CUSIP 46137V522.
- 32 institutions reported positions in Q2 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 31 to 32 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $21,081,876 to $32,080,722.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 32 institutions filings for Q2 2026.
Security key
46137V522
Latest holder period
Q2 2026
13F holders
32
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 46137V522:
As of 30 Jun 2026, 32 institutional investors reported holding 390,915 shares of INVESCO EXCHANGE TRADED FD T - BLOOMBERG ANALYS (UPGD).
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
34
Latest
Q2 2026
Rows shown
1-25 of 34
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 390,915 | $32,080,722 | +$9,204,728 | $81.93 | 32 |
| 2026 Q1 | 287,888 | $21,081,876 | -$3,264,447 | $72.87 | 31 |
| 2025 Q4 | 334,117 | $25,106,251 | +$1,039,456 | $73.99 | 35 |
| 2025 Q3 | 309,786 | $23,241,658 | -$853,748 | $74.89 | 35 |
| 2025 Q2 | 327,007 | $23,259,228 | -$672,077 | $70.96 | 35 |
| 2025 Q1 | 336,318 | $23,528,496 | +$5,239 | $70.01 | 32 |
| 2024 Q4 | 336,625 | $23,308,078 | +$242,950 | $69.12 | 35 |
| 2024 Q3 | 320,035 | $22,996,495 | +$154,208 | $71.86 | 27 |
| 2024 Q2 | 317,889 | $20,828,740 | -$2,616,432 | $65.48 | 26 |
| 2024 Q1 | 357,968 | $23,678,196 | -$4,251,840 | $66.17 | 27 |
| 2023 Q4 | 423,085 | $26,168,730 | +$210,107 | $61.79 | 27 |
| 2023 Q3 | 415,361 | $23,172,315 | -$4,197,266 | $55.73 | 25 |
| 2023 Q2 | 489,274 | $28,495,819 | +$342,109 | $58.19 | 29 |
| 2023 Q1 | 483,653 | $26,793,881 | +$908,245 | $55.40 | 30 |
| 2022 Q4 | 467,257 | $25,326,739 | +$887,171 | $54.19 | 27 |
| 2022 Q3 | 449,186 | $22,767,555 | +$1,303,522 | $50.66 | 24 |
| 2022 Q2 | 423,397 | $21,675,369 | -$80,037 | $51.16 | 26 |
| 2022 Q1 | 424,275 | $25,928,081 | -$2,078,152 | $61.07 | 25 |
| 2021 Q4 | 457,673 | $28,797,771 | +$853,179 | $62.86 | 27 |
| 2021 Q3 | 431,350 | $25,935,472 | +$3,134,496 | $60.06 | 26 |
| 2021 Q2 | 379,234 | $23,335,781 | -$3,305,912 | $61.50 | 25 |
| 2021 Q1 | 434,478 | $25,170,581 | -$3,362,824 | $57.90 | 27 |
| 2020 Q4 | 484,644 | $24,681,009 | -$1,744,042 | $50.93 | 21 |
| 2020 Q3 | 524,162 | $20,868,454 | -$2,750,584 | $39.82 | 23 |
| 2020 Q2 | 593,370 | $23,173,624 | -$112,378 | $39.05 | 22 |