Asset Planning Services (Pennsylvania)’s Invesco Bloomberg Pricing Power ETF POWA Stock Holding History

Asset Planning Services (Pennsylvania)’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 Q3	–	Sell	-36	Closed	-$2K	–	283
2019 Q2	$2K	Buy	+36	New	+$1.84K	﹤0.01%	243
2019 Q1	–	Sell	-35	Closed	-$2K	–	274
2018 Q4	$2K	Buy	+35	New	+$1.65K	﹤0.01%	246

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

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

BAM

Bruderman Asset Management Locust Valley, New York $55.7M AUM 4.16% 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

VAS

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

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

Asset Planning Services (Pennsylvania)'s POWA Position: Q3 2019 in Review

Asset Planning Services (Pennsylvania) sold out of Invesco Bloomberg Pricing Power ETF (POWA) in Q3 2019, closing a stake of 36 shares — an estimated $2K sold.

Asset Planning Services (Pennsylvania) first reported a position in POWA in Q4 2018 and held it in 2 quarters. The position peaked at $2K in Q2 2019. 57 funds tracked by Wall St. Rank hold POWA as of Q3 2019.

Asset Planning Services (Pennsylvania) reported no remaining Invesco Bloomberg Pricing Power ETF position as of Q3 2019 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 36 Invesco Bloomberg Pricing Power ETF shares in Q3 2019, an estimated $2K.
Asset Planning Services (Pennsylvania) first reported a position in Invesco Bloomberg Pricing Power ETF in Q4 2018 and held it in 2 quarters.
Asset Planning Services (Pennsylvania)'s Invesco Bloomberg Pricing Power ETF position peaked at $2K in Q2 2019.
57 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q3 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q3 2019, filed 8 Nov 2019.