Invesco Bloomberg Analyst Rating Improvers ETF

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About UPGD

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. 

Index-Tracked
Russell 3000 TR USD
Index-TrackedRussell 3000 TR USD
Category
Mid-Cap Blend
CategoryMid-Cap Blend
Number of holdings
52
Number of holdings52
Inception Date
May 19, 2006
Inception DateMay 19, 2006

What's in this fund

Sectors

As of July 23, 2026
Industrials24.84%
Consumer Cyclical24.37%
Consumer Defensive19.52%
Technology11.34%
Utilities8.00%
Healthcare6.72%
Basic Materials3.72%
Communication Services1.49%

UPGD Key Statistics

AUM
118.03M
AUM118.03M
Price-Earnings ratio
28.94
Price-Earnings ratio28.94
30-Day yield
1.58
30-Day yield1.58
Average volume
1.24K
Average volume1.24K
High today
$81.76
High today$81.76
Low today
$81.76
Low today$81.76
Open price
$81.76
Open price$81.76
Volume
614.00
Volume614.00
52 Week high
$83.30
52 Week high$83.30
52 Week low
$70.85
52 Week low$70.85
Expense ratio
0.40
Expense ratio0.40

Stock Snapshot

The current Invesco Bloomberg Analyst Rating Improvers ETF(UPGD) stock price is $81.76, with a market capitalization of 117.96M. The stock trades at a price-to-earnings (P/E) ratio of 28.94 and offers a dividend yield of 1.87%.

During the trading session on 2026-07-25, Invesco Bloomberg Analyst Rating Improvers ETF(UPGD) shares reached a daily high of $81.76 and a low of $81.76. At a current price of $81.76, the stock is 0.0% higher than the low and still 0.0% under the high.

Trading activity shows a volume of 614, compared to an average daily volume of 1.24K.

The stock's 52-week range extends from a low of $70.85 to a high of $83.30.

The stock's 52-week range extends from a low of $70.85 to a high of $83.30.

Average Annual Return

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All investments involve risks, including the loss of principal. Performance data represents past performance and is no guarantee of future results. Investment returns and principal value will fluctuate and are subject to market volatility. An investment, when redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance data quoted. Options are risky and aren’t suitable for all investors. To learn more about risks, read the Options Disclosure Document.