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UPGD ETF Price & Analysis

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UPGD ETF Chart & Stats

ETF Overview

Invesco Raymond James Sb-1 Equity Etf

The Invesco Raymond James SB-1 Equity ETF (Ticker: UPGD) is a compelling investment vehicle designed to offer investors comprehensive exposure to the total market with a distinctive focus on size and style. This innovative ETF aligns with the Broad-based niche, delivering a diversified portfolio that spans multiple sectors and capitalizations. By leveraging the expert insights of Raymond James, the fund strategically targets equities that demonstrate superior growth potential and solid fundamentals, embodying the SB-1 rating, which signifies "Strong Buy." UPGD is meticulously crafted for investors seeking to capitalize on market-wide opportunities while emphasizing companies that exhibit robust financial health and attractive valuation metrics. The fund's broad-based approach ensures a well-rounded inclusion of both large-cap stalwarts and promising mid- and small-cap entities, providing balanced exposure across the market spectrum. This makes it an ideal choice for those aiming to achieve a blend of stability and growth within their investment portfolio. Managed with precision by Invesco, UPGD stands out for its commitment to delivering value through a disciplined investment process and a deep understanding of market dynamics. Whether you are an individual investor looking to diversify your holdings or an institutional player aiming for strategic market exposure, the Invesco Raymond James SB-1 Equity ETF offers a unique pathway to harness the potential of the total market through a size and style lens.

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

Invesco Raymond James Sb-1 Equity Etf (UPGD) 1 year Net Flows: -$9M

UPGD ETF FAQ

What was UPGD’s price range in the past 12 months?
UPGD lowest ETF price was $61.76 and its highest was $75.85 in the past 12 months.
    What is the AUM of UPGD?
    As of Sep 26, 2025 The AUM of UPGD is 109.40M.
      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 $0.882 which represents an annual dividend yield of 1.18%. See more information on UPGD dividends here
          How many shares outstanding does UPGD have?
          Currently, no data Available
          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 %
          Zoom Video Communications, Inc. Class A
          2.35%
          Docusign
          2.34%
          NetApp Inc
          2.28%
          Cloudflare Inc
          2.26%
          Palantir Technologies Inc.
          2.22%
          Ch Robinson Worldwide
          2.21%
          Fair Isaac Corporation
          2.21%
          Carvana
          2.18%
          Caterpillar
          2.17%
          International Business Machines Corporation
          2.13%
          Total22.36%
          See All Holdings
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