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 June 25, 2026
Consumer Cyclical24.77%
Industrials24.57%
Consumer Defensive19.42%
Technology11.68%
Utilities8.05%
Healthcare6.19%
Basic Materials3.83%
Communication Services1.49%

UPGD Key Statistics

AUM
118.17M
AUM118.17M
Price-Earnings ratio
29.01
Price-Earnings ratio29.01
30-Day yield
1.29
30-Day yield1.29
Average volume
1.44K
Average volume1.44K
High today
$81.61
High today$81.61
Low today
$81.61
Low today$81.61
Open price
$81.61
Open price$81.61
Volume
228.00
Volume228.00
52 Week high
$82.36
52 Week high$82.36
52 Week low
$70.28
52 Week low$70.28
Expense ratio
0.40
Expense ratio0.40

Stock Snapshot

Invesco Bloomberg Analyst Rating Improvers ETF(UPGD) stock is priced at $81.64, giving the company a market capitalization of 118.61M. It carries a P/E multiple of 29.01 and pays a dividend yield of 1.89%.

On 2026-06-26, Invesco Bloomberg Analyst Rating Improvers ETF(UPGD) stock moved within a range of $81.61 to $81.61. With shares now at $81.64, the stock is trading +0.0% above its intraday low and +0.0% below the session's peak.

Trading volume for Invesco Bloomberg Analyst Rating Improvers ETF(UPGD) stock has reached 228, versus its average volume of 1.44K.

Over the past 52 weeks, Invesco Bloomberg Analyst Rating Improvers ETF(UPGD) stock has traded between a high of $82.36 and a low of $70.28.

Over the past 52 weeks, Invesco Bloomberg Analyst Rating Improvers ETF(UPGD) stock has traded between a high of $82.36 and a low of $70.28.

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.