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

Atria Wealth Solutions’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
2024 Q4	–	Sell	-10,090	Closed	-$857K	–	2066
2024 Q3	$857K	Buy	10,090 +54	+0.5%	+$4.36K	0.01%	973
2024 Q2	$780K	Sell	10,036 -936	-9%	-$72K	0.01%	1011
2024 Q1	$861K	Sell	10,972 -6,632	-38%	-$496K	0.01%	976
2023 Q4	$1.27M	Sell	17,604 -51	-0.3%	-$3.46K	0.02%	770
2023 Q3	$1.16M	Buy	17,655 +638	+4%	+$43.6K	0.02%	749
2023 Q2	$1.18M	Sell	17,017 -5,526	-25%	-$371K	0.02%	776
2023 Q1	$1.52M	Buy	22,543 +13,262	+143%	+$887K	0.02%	643
2022 Q4	$617K	Buy	9,281 +208	+2%	+$13.7K	0.01%	978
2022 Q3	$546K	Hold	9,073	–	–	0.01%	972
2022 Q2	$578K	Sell	9,073 -320	-3%	-$21.4K	0.01%	901
2022 Q1	$661K	Buy	+9,393	New	+$649K	0.01%	918

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

DWA

Delos Wealth Advisors Dallas, Texas $195M AUM 23.25% 1-Year Est. Return

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

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

Atria Wealth Solutions's POWA Position: Q4 2024 in Review

Atria Wealth Solutions sold out of Invesco Bloomberg Pricing Power ETF (POWA) in Q4 2024, closing a stake of 10,090 shares — an estimated $857K sold.

Atria Wealth Solutions first reported a position in POWA in Q1 2022 and held it in 11 quarters. The position peaked at $1.52M in Q1 2023. 72 funds tracked by Wall St. Rank hold POWA as of Q4 2024.

Atria Wealth Solutions reported no remaining Invesco Bloomberg Pricing Power ETF position as of Q4 2024 after selling out during the quarter.
Atria Wealth Solutions sold 10,090 Invesco Bloomberg Pricing Power ETF shares in Q4 2024, an estimated $857K.
Atria Wealth Solutions first reported a position in Invesco Bloomberg Pricing Power ETF in Q1 2022 and held it in 11 quarters.
Atria Wealth Solutions's Invesco Bloomberg Pricing Power ETF position peaked at $1.52M in Q1 2023.
72 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.