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
61
Number of holdings61
Inception Date
May 19, 2006
Inception DateMay 19, 2006

What's in this fund

Sectors

As of December 11, 2025
Industrials32.50%
Consumer Defensive20.03%
Technology14.66%
Consumer Cyclical11.77%
Healthcare9.80%
Utilities7.13%
Financial Services2.05%
Communication Services2.06%

UPGD Key Statistics

AUM
109.94M
AUM109.94M
Price-Earnings ratio
26.61
Price-Earnings ratio26.61
30-Day yield
1.22
30-Day yield1.22
Average volume
1.47K
Average volume1.47K
High today
$76.15
High today$76.15
Low today
$76.08
Low today$76.08
Open price
$76.08
Open price$76.08
Volume
1.54K
Volume1.54K
52 Week high
$76.49
52 Week high$76.49
52 Week low
$61.76
52 Week low$61.76
Expense ratio
0.40
Expense ratio0.40

Stock Snapshot

As of today, Invesco Bloomberg Analyst Rating Improvers ETF(UPGD) shares are valued at $76.15. The company's market cap stands at 109.79M, with a P/E ratio of 26.61 and a dividend yield of 1.7%.

As of 2025-12-15, Invesco Bloomberg Analyst Rating Improvers ETF(UPGD) stock has fluctuated between $76.08 and $76.15. The current price stands at $76.15, placing the stock +0.1% above today's low and 0.0% off the high.

Invesco Bloomberg Analyst Rating Improvers ETF(UPGD) shares are trading with a volume of 1.54K, against a daily average of 1.47K.

During the past year, Invesco Bloomberg Analyst Rating Improvers ETF(UPGD) stock moved between $61.76 at its lowest and $76.49 at its peak.

During the past year, Invesco Bloomberg Analyst Rating Improvers ETF(UPGD) stock moved between $61.76 at its lowest and $76.49 at its peak.

Average Annual Return

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.