UPGD vs. KRUZ ETF Comparison
Comparison of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) to Series Portfolios Trust Unusual Whales Subversive Republican Trading ETF (KRUZ)
UPGD
Invesco Bloomberg Analyst Rating Improvers ETF
UPGD Description
The fund generally will invest at least 90% of its total assets in securities that comprise the underlying index. The index provider compiles, maintains and calculates the new underlying index, which is comprised of equity securities with the most improved Consensus Ratings based on data from Bloomberg Analyst Recommendations ("ANR"), an affiliate of the index provider.
Grade (RS Rating)
Last Trade
$74.83
Average Daily Volume
1,729
Number of Holdings
*
48
* may have additional holdings in another (foreign) market
KRUZ
Series Portfolios Trust Unusual Whales Subversive Republican Trading ETF
KRUZ Description
The fund is an actively managed diversified exchange-traded fund ("ETF") that seeks to achieve its investment objective by investing primarily in equity securities of publicly traded companies that sitting Republican members of United States Congress and/or their families also have reported to have invested in through public disclosure filings made by such Congresspersons pursuant to the Stop Trading on Congressional Knowledge Act ("STOCK Act").Grade (RS Rating)
Last Trade
$33.18
Average Daily Volume
12,515
Number of Holdings
*
159
* may have additional holdings in another (foreign) market
Performance
| Period | UPGD | KRUZ |
|---|---|---|
| 30 Days | 5.22% | 4.85% |
| 60 Days | 5.30% | 6.43% |
| 90 Days | 7.09% | 7.44% |
| 12 Months | 35.27% | 29.43% |
UPGD Overweight 39 Positions Relative to KRUZ
| Symbol | Grade | Weight | |
|---|---|---|---|
| PLTR | B | 3.59% | |
| TOST | B | 3.14% | |
| CVNA | B | 2.98% | |
| KMI | A | 2.53% | |
| RL | B | 2.33% | |
| IP | B | 2.28% | |
| PCAR | B | 2.22% | |
| XEL | A | 2.22% | |
| SNAP | C | 2.12% | |
| CAH | B | 2.09% | |
| CHRW | C | 2.08% | |
| CHD | B | 2.05% | |
| CARR | D | 2.03% | |
| DGX | A | 2.02% | |
| HPQ | B | 2.02% | |
| ODFL | B | 2.01% | |
| EBAY | D | 2.0% | |
| SHW | A | 2.0% | |
| VZ | C | 1.96% | |
| BBY | D | 1.95% | |
| SO | D | 1.92% | |
| CTSH | B | 1.91% | |
| ECL | D | 1.9% | |
| EIX | B | 1.9% | |
| NOC | D | 1.84% | |
| BALL | D | 1.81% | |
| KMB | D | 1.79% | |
| KMX | B | 1.78% | |
| AMCR | D | 1.77% | |
| STX | D | 1.77% | |
| MOS | F | 1.76% | |
| SJM | D | 1.74% | |
| HRL | D | 1.73% | |
| LYB | F | 1.64% | |
| CPB | D | 1.64% | |
| TFX | F | 1.56% | |
| SIRI | C | 1.46% | |
| HII | D | 1.38% | |
| DG | F | 1.19% |
UPGD Underweight 150 Positions Relative to KRUZ
| Symbol | Grade | Weight | |
|---|---|---|---|
| JPM | A | -4.17% | |
| NVDA | C | -3.64% | |
| FIX | A | -3.36% | |
| SPG | B | -2.45% | |
| FIS | C | -2.4% | |
| CVX | A | -2.33% | |
| ACN | C | -2.33% | |
| ALL | A | -2.2% | |
| UTHR | C | -2.04% | |
| COP | C | -1.96% | |
| ANET | C | -1.93% | |
| DOW | F | -1.78% | |
| ASML | F | -1.55% | |
| NFG | A | -1.46% | |
| TXN | C | -1.35% | |
| MSFT | F | -1.26% | |
| PYPL | B | -1.17% | |
| JNJ | D | -1.12% | |
| ELV | F | -1.07% | |
| UNH | C | -0.98% | |
| RTX | C | -0.93% | |
| COST | B | -0.92% | |
| WMB | A | -0.91% | |
| FDX | B | -0.88% | |
| CHTR | C | -0.88% | |
| HD | A | -0.87% | |
| AER | B | -0.8% | |
| ORLY | B | -0.76% | |
| PM | B | -0.75% | |
| AMZN | C | -0.75% | |
| SCHW | B | -0.74% | |
| LIN | D | -0.74% | |
| BBWI | D | -0.73% | |
| EMR | A | -0.73% | |
| COF | B | -0.72% | |
| SAP | B | -0.71% | |
| WFC | A | -0.7% | |
| OSK | B | -0.67% | |
| V | A | -0.67% | |
| META | D | -0.65% | |
| CLF | F | -0.65% | |
| WTW | B | -0.63% | |
| WWD | B | -0.61% | |
| SF | B | -0.61% | |
| LVS | C | -0.61% | |
| INTU | C | -0.6% | |
| MA | C | -0.6% | |
| DAL | C | -0.59% | |
| AVGO | D | -0.58% | |
| D | C | -0.58% | |
| HON | B | -0.57% | |
| NEE | D | -0.57% | |
| GEV | B | -0.56% | |
| ROK | B | -0.55% | |
| AAPL | C | -0.55% | |
| EQH | B | -0.53% | |
| TSLA | B | -0.51% | |
| BJ | A | -0.49% | |
| CDNS | B | -0.49% | |
| BSX | B | -0.48% | |
| ARMK | B | -0.48% | |
| ET | A | -0.47% | |
| NGL | D | -0.45% | |
| SPH | B | -0.44% | |
| TMUS | B | -0.42% | |
| ADSK | A | -0.42% | |
| CSL | C | -0.41% | |
| GEN | B | -0.4% | |
| NUE | C | -0.39% | |
| NOW | A | -0.39% | |
| BECN | B | -0.38% | |
| UBER | D | -0.37% | |
| X | C | -0.37% | |
| PRI | A | -0.37% | |
| MMC | B | -0.36% | |
| AMD | F | -0.34% | |
| OKE | A | -0.34% | |
| VVV | F | -0.33% | |
| HUM | C | -0.33% | |
| OXY | D | -0.32% | |
| CB | C | -0.32% | |
| LPX | B | -0.31% | |
| DFS | B | -0.31% | |
| NVT | B | -0.31% | |
| NVO | D | -0.3% | |
| SSD | D | -0.3% | |
| FBIN | D | -0.3% | |
| HLI | B | -0.3% | |
| DVN | F | -0.3% | |
| DLTR | F | -0.29% | |
| FTNT | C | -0.29% | |
| TRS | B | -0.27% | |
| LUV | C | -0.27% | |
| SKX | D | -0.27% | |
| AIT | A | -0.27% | |
| C | A | -0.26% | |
| DCI | B | -0.26% | |
| WBD | C | -0.26% | |
| XOM | B | -0.25% | |
| GOLD | D | -0.25% | |
| UBSI | B | -0.25% | |
| NSIT | F | -0.25% | |
| PLXS | B | -0.25% | |
| SBUX | A | -0.24% | |
| ENTG | D | -0.23% | |
| QCOM | F | -0.23% | |
| IQV | D | -0.23% | |
| RHI | B | -0.22% | |
| DIS | B | -0.22% | |
| ATR | B | -0.22% | |
| ADBE | C | -0.22% | |
| FMAO | B | -0.21% | |
| CSCO | B | -0.21% | |
| KO | D | -0.2% | |
| ARLP | A | -0.2% | |
| LBRDK | C | -0.2% | |
| AA | B | -0.2% | |
| DOV | A | -0.2% | |
| ZION | B | -0.19% | |
| ARW | D | -0.19% | |
| CNM | D | -0.19% | |
| PTC | A | -0.19% | |
| IPG | D | -0.18% | |
| FCX | D | -0.18% | |
| ST | F | -0.18% | |
| ORCL | B | -0.17% | |
| PWR | A | -0.17% | |
| KKR | A | -0.17% | |
| ABBV | D | -0.17% | |
| PLUS | F | -0.17% | |
| CRWD | B | -0.17% | |
| BAC | A | -0.17% | |
| GTES | A | -0.16% | |
| LGIH | D | -0.16% | |
| PRGS | A | -0.16% | |
| PAG | B | -0.16% | |
| TMO | F | -0.15% | |
| BLK | C | -0.15% | |
| AMGN | D | -0.15% | |
| NBIX | C | -0.15% | |
| DHR | F | -0.14% | |
| HLT | A | -0.14% | |
| WM | A | -0.14% | |
| AMAT | F | -0.14% | |
| KLAC | D | -0.13% | |
| HTGC | D | -0.13% | |
| TJX | A | -0.12% | |
| PSX | C | -0.1% | |
| AZN | D | -0.09% | |
| GOOGL | C | -0.03% |
UPGD: Top Represented Industries & Keywords
Industries:
Packaged Foods
Aerospace & Defense
Household & Personal Products
Packaging & Containers
Specialty Chemicals
Specialty Retail
Utilities - Regulated Electric
Information Technology Services
Medical Distribution
Software - Infrastructure
Telecom Services
Agricultural Inputs
Apparel Manufacturing
Auto & Truck Dealerships
Broadcasting - Radio
Building Products & Equipment
Computer Systems
Data Storage
Diagnostics & Research
Discount Stores
KRUZ: Top Represented Industries & Keywords
Industries:
Software - Application
Diversified Industrials
Semiconductors
Credit Services
Banks - Global
Drug Manufacturers - Major
Oil & Gas E&P
Semiconductor Equipment & Materials
Aerospace & Defense
Banks - Regional - US
Biotechnology
Capital Markets
Diagnostics & Research
Health Care Plans
Information Technology Services
Oil & Gas Midstream
Oil & Gas Refining & Marketing
Software - Infrastructure
Specialty Retail
Airlines
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