UPGD Distribution History & Yield

Invesco Bloomberg Analyst Rating Improvers ETF · NYSEArca

ETF Mid-Cap Blend Annual payer
$82.51
-0.17% today
as of Sep 9, 2026
TTM yield
1.57%
$1.293/share over the last 12 months
Forward yield
1.57%
$1.293/share indicated annual rate
Annual distribution
$1.293
per share, forward
Per payment
$1.293
per share, every year
Frequency
Annual
1 payments a year
Next ex-distribution date
Dec 21, 2026 Estimated
in 103 days
Next pay date
Jan 4, 2027
in 117 days
Last ex-distribution date
Dec 22, 2025
$1.293 per share
Expense ratio
0.40%
AUM 119.5M
Consistency
22/100
highly variable payouts
5y distribution CAGR
+55.3%
annualised, regular payments
Growth streak
6 yrs
consecutive annual raises
Years paying
19.7
since Dec 22, 2006
1y total return
+13.2%
price +11.4% + distributions 1.7%

Upcoming distribution payments

Ex-datePay datePer sharePer 100 sharesStatus
Mon, Dec 21, 2026 (in 103 days) Jan 4, 2027 $1.293 $129.30 Estimated

Estimated dates and amounts are projected from UPGD's recent payment pattern and will be replaced by declared figures when the fund announces them. Total over the next 12 months: about $1.293 per share.

Distribution payment history

Last 17 payments per share. RegularSpecial

Last 17 payments per share from Dec 22, 2006 to Dec 22, 2025; most recent $1.293$0.00$1.00$2.00Dec 22, 2006: $0.11Dec '06Dec 21, 2007: $1.84 (special)Dec 24, 2008: $0.033Dec 23, 2011: $0.029Dec '11Dec 24, 2012: $0.081Dec 24, 2013: $0.113Dec 24, 2014: $0.091Dec '14Dec 24, 2015: $0.301Dec 23, 2016: $0.595Dec 24, 2018: $0.522Dec '18Dec 23, 2019: $0.096Dec 21, 2020: $0.143Dec 20, 2021: $0.328Dec '21Dec 19, 2022: $0.391Dec 18, 2023: $0.858Dec 23, 2024: $0.882Dec '24Dec 22, 2025: $1.293

Annual distributions per share

Annual dividend per share by calendar year, 2017 to 2026 (year to date)$0.00$0.75$1.502017: $0.0020172018: $0.522$0.52220182019: $0.096$0.09620192020: $0.143$0.14320202021: $0.328$0.32820212022: $0.391$0.39120222023: $0.858$0.85820232024: $0.882$0.88220242025: $1.293$1.29320252026 (YTD): $0.002026 YTD

How much UPGD do you need for monthly income?

Target incomeShares neededCapital at today's pricePer year
$100 / month929$76,575$1,200
$500 / month4,641$382,877$6,000
$1,000 / month9,281$765,754$12,000

Based on the forward yield of 1.57%. $10,000 in UPGD would currently pay about $157 a year ($13 a month on average). Model reinvestment and growth →

UPGD distribution history

Download CSV
Ex-datePay dateAmountChange
Dec 22, 2025 $1.293 +46.6%
Dec 23, 2024 $0.882 +2.8%
Dec 18, 2023 $0.858 +119.4%
Dec 19, 2022 $0.391 +19.2%
Dec 20, 2021 $0.328 +129.4%
Dec 21, 2020 $0.143 +49.0%
Dec 23, 2019 $0.096 -81.6%
Dec 24, 2018 $0.522 -12.3%
Dec 23, 2016 $0.595 +97.7%
Dec 24, 2015 $0.301 +230.8%
Dec 24, 2014 $0.091 -19.5%
Dec 24, 2013 $0.113 +39.5%
Dec 24, 2012 $0.081 +179.3%
Dec 23, 2011 $0.029 -12.1%
Dec 24, 2008 $0.033 -70.0%
Dec 21, 2007 $1.84 Special
Dec 22, 2006 $0.11

Payout risk check

Distribution stabilityElevated risk

UPGD's last 12 distributions were highly variable (consistency score 22/100).

Its share price moved +11.4% over the past year.

This is a rule-based screen computed from public data, not a rating or a recommendation. Read our guide to yield traps for what the signals mean.

About Invesco Bloomberg Analyst Rating Improvers ETF

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.

Fund family: Invesco. Category: Mid-Cap Blend. First distribution on our records: Dec 22, 2006. 17 payments tracked. Data last refreshed Sep 9, 2026. Spotted a mistake? Report it and we'll fix it.

UPGD distribution FAQ

When is UPGD's next ex-distribution date?

UPGD's next ex-distribution date is Dec 21, 2026 (in 103 days, estimated from its annual schedule). You must own the shares before that date to receive the payment of about $1.293 per share, expected on Jan 4, 2027.

How often does UPGD pay distributions?

UPGD pays distributions once a year, 1 times a year. The most recent payment was $1.293 per share with an ex-date of Dec 22, 2025.

What is UPGD's distribution yield?

UPGD's trailing 12-month distribution yield is 1.57%, based on $1.293 per share paid over the last year and a share price of $82.51. The forward yield, using the indicated annual rate of $1.293 per share, is 1.57%.

How much does UPGD pay per share?

UPGD pays about $1.293 per share each year, which works out to roughly $1.293 per share a year. 100 shares would collect about $129.30 a year.

Has UPGD grown or cut its distribution?

UPGD has raised its annual distribution for 6 consecutive years. Over the last 5 years the regular payout has grown at 55.3% a year (+46.6% over the last year). There has been no cut to a regular payment in the last 5 years.

How many shares of UPGD do I need to earn $100 a month?

At the current forward yield of 1.57%, you would need about 929 shares of UPGD (roughly $76,575 invested at today's price) to collect $1,200 a year, or $100 a month on average, before taxes. Payments arrive once a year, so the monthly figure is an average.

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