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

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

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

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return