Atlas Capital Advisors’s Invesco Bloomberg Pricing Power ETF POWA Stock Holding History

Atlas Capital Advisors’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 Q3	–	Sell	-3,000	Closed	-$155K	–	512
2020 Q2	$155K	Hold	3,000	–	–	0.04%	345
2020 Q1	$134K	Hold	3,000	–	–	0.04%	327
2019 Q4	$167K	Hold	3,000	–	–	0.04%	338
2019 Q3	$163K	Hold	3,000	–	–	0.05%	347
2019 Q2	$159K	Buy	+3,000	New	+$154K	0.05%	332

Other funds holding POWA

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $616M AUM 14.82% 1-Year Est. Return

BWM

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

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

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

FEG

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

CWM

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

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

VAS

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Atlas Capital Advisors's POWA Position: Q3 2020 in Review

Atlas Capital Advisors sold out of Invesco Bloomberg Pricing Power ETF (POWA) in Q3 2020, closing a stake of 3,000 shares — an estimated $155K sold.

Atlas Capital Advisors first reported a position in POWA in Q2 2019 and held it in 5 quarters. The position peaked at $167K in Q4 2019. 64 funds tracked by Wall St. Rank hold POWA as of Q3 2020.

Atlas Capital Advisors reported no remaining Invesco Bloomberg Pricing Power ETF position as of Q3 2020 after selling out during the quarter.
Atlas Capital Advisors sold 3,000 Invesco Bloomberg Pricing Power ETF shares in Q3 2020, an estimated $155K.
Atlas Capital Advisors first reported a position in Invesco Bloomberg Pricing Power ETF in Q2 2019 and held it in 5 quarters.
Atlas Capital Advisors's Invesco Bloomberg Pricing Power ETF position peaked at $167K in Q4 2019.
64 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q3 2020.

Based on Atlas Capital Advisors's 13F filing for Q3 2020, filed 23 Oct 2020.