UPGD logo

UPGD ETF

Profile

Name:

Invesco Bloomberg Analyst Rating Improvers ETF

Assets under management:

$118 M

Expense ratio:

0.40%

Inception date:

19 May 2006

Website:

http://www.invesco.com

Last ex-dividend date:

18 December 2023

Next ex-dividend date:

N/A

Description:

UPGD ETF is an exchange-traded fund that focuses on investing in companies involved in the development and production of sustainable energy solutions. It aims to provide investors with exposure to the growing renewable energy sector while promoting environmentally friendly practices.

Top holdings

Name
Weight
PLTR logo
Palantir Technologies(PLTR)
3.81 %
TOST logo
Toast(TOST)
3.32 %
CVNA logo
Carvana Co(CVNA)
3.07 %
RL logo
Ralph Lauren(RL)
2.51 %
KMI logo
Kinder Morgan(KMI)
2.49 %
SNAP logo
Snap(SNAP)
2.30 %
PCAR logo
PACCAR(PCAR)
2.25 %
IP logo
International Paper(IP)
2.25 %
EPAM logo
EPAM Systems(EPAM)
2.24 %
XEL logo
Xcel Energy(XEL)
2.23 %

Holding types

Countries

Sectors

Analyst ratings

Market Data

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Price

$75.31
UPGD price is $75.31

Price YTD Change

+21.88%
UPGD price is up +21.88% since January 1st

Price All-time High

$75.66
UPGD price is currently -0.46% below its historical high of $75.66

200-day SMA

$67.81
UPGD 200-day simple moving average is currently +11.06% above its 200-day simple moving average

50-day SMA

$72.43
UPGD 50-day simple moving average is currently +3.98% above its 50-day simple moving average

14-day RSI

67.46
UPGD 14-day relative strength index is 67.46

ATR

$0.37
UPGD average true range is $0.37

Beta

0.71
UPGD beta is 0.71

Dividend

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Last Paid Dividend

$0.86
UPGD dividend per share is $0.86

TTM Dividend Per Share

$0.86
UPGD TTM dividend per share is $0.86

TTM Dividend Per Share 1-Year Change

+119.66%
UPGD TTM dividend per share is up +119.66% year-on-year

TTM Dividend 3-Year Change

+501.4%
UPGD TTM dividend per share is up +501.4% over the past 3 years

TTM Dividend Yield

1.14%
UPGD TTM dividend yield is 1.14%

TTM Dividend Yield 1-Year Change

+70.15%
UPGD TTM dividend yield is up +70.15% year-on-year

TTM Dividend Yield 3-Year Change

+375%
UPGD TTM dividend yield is up +375% over the past 3 years
UPGD: A Super Interesting Fund Focused On Analysts
UPGD: A Super Interesting Fund Focused On Analysts
UPGD: A Super Interesting Fund Focused On Analysts
UPGD
seekingalpha.com15 November 2024

The Invesco Bloomberg Analyst Rating Improvers ETF targets stocks with improving analyst ratings, aiming to capture potential market winners based on the Bloomberg ANR Improvers Index. The UPGD ETF updates its holdings quarterly, maintaining a diversified portfolio with significant allocations in Consumer Staples, Industrials, and Information Technology. Despite underperforming compared to the SPDR S&P 500 ETF, the fund's mid-cap focus and dynamic strategy offer unique exposure to analyst-upgraded stocks.

UPGD: New Strategy, Similar Concerns
UPGD: New Strategy, Similar Concerns
UPGD: New Strategy, Similar Concerns
UPGD
seekingalpha.com30 September 2024

UPGD has seen a thorough recalibration earlier this year, with the underlying index replaced and its name changed. With a new strategy centered on "Bloomberg analyst rating improvers," UPGD has issues similar to its previous iteration. More specifically, the factor mix it is offering has a profound value tilt, while sufficient growth factor exposure is lacking, which is a disadvantage in the current environment.

FAQ

  • What is UPGD ETF?
  • Does UPGD pay dividends?
  • What stocks are in UPGD ETF?
  • What is the current assets under management for UPGD?
  • What is UPGD average volume?
  • What is UPGD expense ratio?
  • What is UPGD inception date?

What is UPGD ETF?

UPGD ETF is an exchange-traded fund that focuses on investing in companies involved in the development and production of sustainable energy solutions. It aims to provide investors with exposure to the growing renewable energy sector while promoting environmentally friendly practices.

Does UPGD pay dividends?

Yes, the Invesco Bloomberg Analyst Rating Improvers ETF does pays dividends, with the most recent payment being $0.86 per share. The last ex-dividend date was on 18 December 2023, and the next ex-dividend date has not been announced yet

What stocks are in UPGD ETF?

As of today, Invesco Bloomberg Analyst Rating Improvers ETF inlcudes 52 holdings, with 50 of them being companies from 3 different countries and 9 sectors. The most weighted holdings are Palantir Technologies (3.81%), Toast (3.32%) and Carvana Co (3.07%)

What is the current assets under management for UPGD?

Assets under management of Invesco Bloomberg Analyst Rating Improvers ETF is $118 M

What is UPGD average volume?

Average volume of Invesco Bloomberg Analyst Rating Improvers ETF is $1552

What is UPGD expense ratio?

Expense ratio of Invesco Bloomberg Analyst Rating Improvers ETF is 0.40%

What is UPGD inception date?

Inception date of Invesco Bloomberg Analyst Rating Improvers ETF is 19 May 2006