AI
POWA icon

Atria Investments’s Invesco Bloomberg Pricing Power ETF POWA Stock Holding History

Atria Investments’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
2014
Q4 		– Sell
-19,119
Closed -$719K – 458
2014
Q3 		$719K Hold
19,119
– – 0.07% 231
2014
Q2 		$725K Hold
19,119
– – 0.07% 221
2014
Q1 		$671K Sell
19,119
-11,229
-37% -$381K 0.07% 238
2013
Q4 		$1.04M Hold
30,348
– – 0.1% 183
2013
Q3 		$1.01M Hold
30,348
– – 0.1% 157
2013
Q2 		$988K Buy
+30,348
New +$999K 0.12% 105

Other funds holding POWA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return