INVESCO EXCHANGE TRADED FD T

Ticker: UPGD CUSIP: 46137V522 Class: BLOOMBERG ANALYS

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

New Positions (3)

Murphy, Middleton, Hinkle & Parker, Inc.
Value ($000) $320 Shares 627
GLENMEDE TRUST CO NA
Value ($000) $263 Shares 3,550
STIFEL FINANCIAL CORP
Value ($000) $251 Shares 3,397

Increased Positions (8)

Tower Research Capital LLC (TRC)
Value ($000) $1,966 (+83.5%) Shares 26,578 (+85.7%)
Aspire Growth Partners LLC
Value ($000) $778 (+0.5%) Shares 10,518 (+1.7%)
SUSQUEHANNA INTERNATIONAL GROUP, LLP
Value ($000) $1,127 (+59.8%) Shares 15,236 (+61.8%)
RAYMOND JAMES FINANCIAL INC
Value ($000) $12,177 (+0.9%) Shares 164,586 (+2.1%)
YARGER WEALTH STRATEGIES, LLC
Value ($000) $265 (+0.5%) Shares 3,577 (+1.7%)
BANK OF AMERICA CORP /DE/
Value ($000) $93 (+43.2%) Shares 1,258 (+44.9%)
HRT FINANCIAL LP
Value ($000) $1 (+49.9%) Shares 9,026 (+51.6%)
FLOW TRADERS U.S. LLC
Value ($000) $0 (+9.8%) Shares 4,086 (+11.2%)

Decreased Positions (7)

Del-Sette Capital Management, LLC
Value ($000) $809 (-3.2%) Shares 10,937 (-2.1%)
Millstone Evans Group, LLC
Value ($000) $302 (-8.6%) Shares 4,082 (-7.5%)
UBS Group AG
Value ($000) $4 (-99.0%) Shares 52 (-99.0%)
Formidable Asset Management, LLC
Value ($000) $228 (-4.0%) Shares 3,040 (-9.0%)
LPL Financial LLC
Value ($000) $895 (-14.8%) Shares 12,094 (-13.7%)
HBK Sorce Advisory LLC
Value ($000) $682 (+2.8%) Shares 8,637 (-2.9%)
CWM, LLC
Value ($000) $1 (-2.3%) Shares 8,626 (-1.1%)

Exited Positions (5)

Sunbelt Securities, Inc.
Value ($000) $66 Shares 880
CITADEL ADVISORS LLC
Value ($000) $406 Shares 5,421
MAI Capital Management
Value ($000) $21 Shares 275
Provenance Wealth Advisors, LLC
Value ($000) $4 Shares 55
WELLS FARGO & COMPANY/MN
Value ($000) $0 Shares 1