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UPGD Price & Analysis

UPGD ETF Chart & Stats

Day’s Range― - ―
52-Week Range$51.59 - $69.08
Previous Close$67.52
VolumeN/A
Average Volume (3M)2.41K
AUM111.12M
NAV67.46
Expense Ratio0.40%
Holdings Count51
Beta1.06
Inception DateMay 19, 2006
0.86 (―)
Shares Outstanding2,152,822
Standard Deviation0.07
10 Day Avg. Volume1,548
30 Day Avg. Volume2,408
Alpha-0.00410

Invesco Raymond James Sb-1 Equity Etf (UPGD) Fund Flow Chart

Invesco Raymond James Sb-1 Equity Etf (UPGD) 1 year Net Flows: -$31M

UPGD ETF FAQ

What was UPGD’s price range in the past 12 months?
UPGD lowest ETF price was $51.59 and its highest was $69.08 in the past 12 months.
    What is the AUM of UPGD?
    As of Jul 24, 2024 The AUM of UPGD is 111.12M.
      Is UPGD overvalued?
      According to Wall Street analysts UPGD’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
        Does UPGD pay dividends?
        UPGD pays a Annually dividend of $0.86 which represents an annual dividend yield of N/A. See more information on UPGD dividends here
          How many shares outstanding does UPGD have?
          UPGD has 2,152,822 shares outstanding.
            Which hedge fund is a major shareholder of UPGD?
            Currently, no hedge funds are holding shares in UPGD

            UPGD ETF Smart Score

            For ETFs, the calculations for the Smart Score, Analyst Consensus, Price Target, Blogger Sentiment, News Sentiment and Insider Transactions are based on the weighted average of the ETF's holdings and some additional factors. Hedge Fund Trend, Crowd Wisdom and Technicals are based on the actual ETF ticker.​

            Top 10 Holdings

            Name
            Weight %
            Sirius Xm Holdings
            2.78%
            Old Dominion Freight Line
            2.37%
            Qorvo Inc
            2.37%
            CarMax Inc
            2.32%
            International Business Machines Corporation
            2.19%
            HP Inc
            2.18%
            At&t Inc
            2.18%
            Lennox International
            2.17%
            Kinder Morgan Inc
            2.16%
            Amgen Inc
            2.15%
            Total22.86%

            ETF Description

            Invesco Raymond James Sb-1 Equity Etf

            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.
            Sector
            Size And Style
            Asset Class
            Equity
            Region
            North America
            Issuer
            Invesco
            Index Tracked
            Bloomberg ANR Improvers Index
            Ticker Symbol
            UPGD
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