Acorn Wealth Advisors’s Invesco Bloomberg Pricing Power ETF POWA Stock Holding History

Acorn Wealth Advisors’s Portfolio POWA Stock Details POWA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-288	Closed	-$13K	–	349
2018 Q2	$13K	Hold	288	–	–	0.01%	474
2018 Q1	$13K	Buy	288 +168	+140%	+$7.92K	0.01%	468
2017 Q4	$6K	Buy	+120	New	+$5.5K	0.01%	578

Other funds holding POWA

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JFM

Jackson Financial Management Costa Mesa, California $194M AUM 21.54% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Acorn Wealth Advisors's POWA Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Invesco Bloomberg Pricing Power ETF (POWA) in Q3 2018, closing a stake of 288 shares — an estimated $13K sold.

Acorn Wealth Advisors first reported a position in POWA in Q4 2017 and held it in 3 quarters. The position peaked at $13K in Q2 2018. 43 funds tracked by Wall St. Rank hold POWA as of Q3 2018.

Acorn Wealth Advisors reported no remaining Invesco Bloomberg Pricing Power ETF position as of Q3 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 288 Invesco Bloomberg Pricing Power ETF shares in Q3 2018, an estimated $13K.
Acorn Wealth Advisors first reported a position in Invesco Bloomberg Pricing Power ETF in Q4 2017 and held it in 3 quarters.
Acorn Wealth Advisors's Invesco Bloomberg Pricing Power ETF position peaked at $13K in Q2 2018.
43 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.