Almanack Investment Partners’s Invesco Bloomberg Pricing Power ETF POWA Stock Holding History

Almanack Investment Partners’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
2020 Q1	–	Sell	-3,772	Closed	-$210K	–	292
2019 Q4	$210K	Sell	3,772 -22,494	-86%	-$1.23M	0.04%	185
2019 Q3	$1.42M	Buy	26,266 +22,241	+553%	+$1.19M	0.28%	55
2019 Q2	$213K	Buy	+4,025	New	+$206K	0.05%	171
2019 Q1	–	Sell	-8,224	Closed	-$362K	–	188
2018 Q4	$362K	Sell	8,224 -84,585	-91%	-$4M	0.11%	98
2018 Q3	$4.53M	Buy	+92,809	New	+$4.52M	1.19%	30

Other funds holding POWA

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

FEG

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

CWM

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

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

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

VAS

Valicenti Advisory Services Elmira, New York $530M AUM 46.5% 1-Year Est. Return

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

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

Almanack Investment Partners's POWA Position: Q1 2020 in Review

Almanack Investment Partners sold out of Invesco Bloomberg Pricing Power ETF (POWA) in Q1 2020, closing a stake of 3,772 shares — an estimated $210K sold.

Almanack Investment Partners first reported a position in POWA in Q3 2018 and held it in 5 quarters. The position peaked at $4.53M in Q3 2018. 68 funds tracked by Wall St. Rank hold POWA as of Q1 2020.

Almanack Investment Partners reported no remaining Invesco Bloomberg Pricing Power ETF position as of Q1 2020 after selling out during the quarter.
Almanack Investment Partners sold 3,772 Invesco Bloomberg Pricing Power ETF shares in Q1 2020, an estimated $210K.
Almanack Investment Partners first reported a position in Invesco Bloomberg Pricing Power ETF in Q3 2018 and held it in 5 quarters.
Almanack Investment Partners's Invesco Bloomberg Pricing Power ETF position peaked at $4.53M in Q3 2018.
68 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q1 2020.

Based on Almanack Investment Partners's 13F filing for Q1 2020, filed 13 May 2020.