AWA
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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

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RRWA
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LPL Financial
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JFM
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Commonwealth Equity Services
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AIP
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Cambridge Investment Research Advisors
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return