Arax Advisory Partners’s Invesco Bloomberg Pricing Power ETF POWA Stock Holding History

Arax Advisory 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
2023 Q3	–	Sell	-117	Closed	-$8.1K	–	1358
2023 Q2	$8.1K	Buy	+117	New	+$7.86K	﹤0.01%	758
2020 Q4	$11K	Buy	180 +3	+2%	+$172	﹤0.01%	562
2020 Q3	$10K	Hold	177	–	–	﹤0.01%	549
2020 Q2	$9K	Hold	177	–	–	﹤0.01%	547
2020 Q1	$8K	Buy	+177	New	+$9.42K	﹤0.01%	539

Other funds holding POWA

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Arax Advisory Partners's POWA Position: Q3 2023 in Review

Arax Advisory Partners sold out of Invesco Bloomberg Pricing Power ETF (POWA) in Q3 2023, closing a stake of 117 shares — an estimated $8.1K sold.

Arax Advisory Partners first reported a position in POWA in Q1 2020 and held it in 5 quarters. The position peaked at $11K in Q4 2020. 66 funds tracked by Wall St. Rank hold POWA as of Q3 2023.

Arax Advisory Partners reported no remaining Invesco Bloomberg Pricing Power ETF position as of Q3 2023 after selling out during the quarter.
Arax Advisory Partners sold 117 Invesco Bloomberg Pricing Power ETF shares in Q3 2023, an estimated $8.1K.
Arax Advisory Partners first reported a position in Invesco Bloomberg Pricing Power ETF in Q1 2020 and held it in 5 quarters.
Arax Advisory Partners's Invesco Bloomberg Pricing Power ETF position peaked at $11K in Q4 2020.
66 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q3 2023.

Based on Arax Advisory Partners's 13F filing for Q3 2023, filed 14 Nov 2023.