Avantax Advisory Services’s Invesco Bloomberg Pricing Power ETF POWA Stock Holding History

Avantax Advisory Services’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 Q1	–	Sell	-9,970	Closed	-$722K	–	1722
2023 Q4	$722K	Buy	9,970 +15	+0.2%	+$1.02K	0.01%	841
2023 Q3	$652K	Sell	9,955 -838	-8%	-$57.3K	0.01%	839
2023 Q2	$747K	Sell	10,793 -82	-0.8%	-$5.51K	0.01%	791
2023 Q1	$732K	Buy	10,875 +82	+0.8%	+$5.49K	0.01%	769
2022 Q4	$718K	Buy	10,793 +625	+6%	+$41.3K	0.01%	734
2022 Q3	$612K	Hold	10,168	–	–	0.01%	696
2022 Q2	$647K	Buy	10,168 +825	+9%	+$55.3K	0.01%	676
2022 Q1	$657K	Hold	9,343	–	–	0.01%	686
2021 Q4	$683K	Buy	9,343 +3	+0%	+$209	0.01%	650
2021 Q3	$617K	Hold	9,340	–	–	0.01%	638
2021 Q2	$616K	Hold	9,340	–	–	0.01%	623
2021 Q1	$571K	Hold	9,340	–	–	0.01%	586
2020 Q4	$552K	Sell	9,340 -4,708	-34%	-$270K	0.01%	530
2020 Q3	$780K	Buy	14,048 +4,712	+50%	+$258K	0.01%	623
2020 Q2	$482K	Hold	9,336	–	–	0.01%	491
2020 Q1	$418K	Sell	9,336 -55	-0.6%	-$2.93K	0.01%	480
2019 Q4	$523K	Buy	+9,391	New	+$514K	0.01%	464

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

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

DWA

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

Avantax Advisory Services's POWA Position: Q1 2024 in Review

Avantax Advisory Services sold out of Invesco Bloomberg Pricing Power ETF (POWA) in Q1 2024, closing a stake of 9,970 shares — an estimated $722K sold.

Avantax Advisory Services first reported a position in POWA in Q4 2019 and held it in 17 quarters. The position peaked at $780K in Q3 2020. 69 funds tracked by Wall St. Rank hold POWA as of Q1 2024.

Avantax Advisory Services reported no remaining Invesco Bloomberg Pricing Power ETF position as of Q1 2024 after selling out during the quarter.
Avantax Advisory Services sold 9,970 Invesco Bloomberg Pricing Power ETF shares in Q1 2024, an estimated $722K.
Avantax Advisory Services first reported a position in Invesco Bloomberg Pricing Power ETF in Q4 2019 and held it in 17 quarters.
Avantax Advisory Services's Invesco Bloomberg Pricing Power ETF position peaked at $780K in Q3 2020.
69 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q1 2024.

Based on Avantax Advisory Services's 13F filing for Q1 2024, filed 8 May 2024.