Advisor Group’s Invesco Bloomberg Pricing Power ETF POWA Stock Holding History

Advisor Group’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
2019 Q4	$1.92M	Buy	34,351 +10,922	+47%	+$598K	0.01%	839
2019 Q3	$1.27M	Buy	23,429 +558	+2%	+$29.8K	0.01%	1004
2019 Q2	$1.21M	Sell	22,871 -648	-3%	-$33.2K	0.01%	1009
2019 Q1	$1.18M	Sell	23,519 -245	-1%	-$11.7K	0.01%	991
2018 Q4	$1.05M	Buy	23,764 +23,504	+9,040%	+$1.11M	0.01%	924
2018 Q3	$13K	Hold	260	–	–	﹤0.01%	4131
2018 Q2	$12K	Hold	260	–	–	﹤0.01%	3995
2018 Q1	$12K	Hold	260	–	–	﹤0.01%	3982
2017 Q4	$12K	Hold	260	–	–	﹤0.01%	3993
2017 Q3	$11K	Hold	260	–	–	﹤0.01%	3917
2017 Q2	$11K	Hold	260	–	–	﹤0.01%	3871
2017 Q1	$11K	Hold	260	–	–	﹤0.01%	3732
2016 Q4	$10K	Hold	260	–	–	﹤0.01%	3627
2016 Q3	$10K	Sell	260 -360	-58%	-$14.2K	﹤0.01%	3561
2016 Q2	$23K	Buy	+620	New	+$23.2K	﹤0.01%	2979

Other funds holding POWA

JFM

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

BWM

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

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

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

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

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

BAM

Bruderman Asset Management Locust Valley, New York $55.7M AUM 4.16% 1-Year Est. Return

Advisor Group's POWA Position: Q4 2019 in Review

Advisor Group increased its Invesco Bloomberg Pricing Power ETF (POWA) stake by 47% in Q4 2019, buying an estimated $598K and bringing the position to 34,351 shares worth $1.92M. The position accounts for 0.01% of the portfolio, ranked #839.

Advisor Group first reported a position in POWA in Q2 2016 and has held it in 15 quarters since. 68 funds tracked by Wall St. Rank hold POWA as of Q4 2019.

Advisor Group held 34,351 shares of Invesco Bloomberg Pricing Power ETF worth $1.92M as of Q4 2019.
Advisor Group bought 10,922 Invesco Bloomberg Pricing Power ETF shares in Q4 2019, an estimated $598K.
Invesco Bloomberg Pricing Power ETF made up 0.01% of Advisor Group's portfolio in Q4 2019, its #839 holding.
Advisor Group first reported a position in Invesco Bloomberg Pricing Power ETF in Q2 2016 and has held it in 15 quarters since.
68 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.