B. Riley Wealth Advisors
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B. Riley Wealth Advisors’s Invesco Bloomberg Pricing Power ETF POWA Stock Holding History

B. Riley Wealth 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
2019
Q2 		– Sell
-5,262
Closed -$263K – 821
2019
Q1 		$263K Hold
5,262
– – 0.03% 555
2018
Q4 		$232K Buy
5,262
+75
+1% +$3.54K 0.03% 533
2018
Q3 		$260K Buy
5,187
+200
+4% +$9.7K 0.03% 547
2018
Q2 		$232K Hold
4,987
– – 0.03% 563
2018
Q1 		$232K Buy
+4,987
New +$235K 0.03% 538
2016
Q4 		– Sell
-35,649
Closed -$1.39M – 615
2016
Q3 		$1.39M Sell
35,649
-100
-0.3% -$3.94K 0.27% 90
2016
Q2 		$1.4M Buy
35,749
+171
+0.5% +$6.41K 0.28% 87
2016
Q1 		$1.32M Sell
35,578
-1,561
-4% -$54.3K 0.31% 83
2015
Q4 		$1.29M Sell
37,139
-875
-2% -$31.5K 0.26% 102
2015
Q3 		$1.33M Buy
38,014
+2,981
+9% +$109K 0.32% 74
2015
Q2 		$1.3M Sell
35,033
-3,317
-9% -$128K 0.32% 72
2015
Q1 		$1.48M Buy
38,350
+4,580
+14% +$176K 0.36% 65
2014
Q4 		$1.27M Buy
33,770
+3,780
+13% +$144K 0.03% 673
2014
Q3 		$1.13M Sell
29,990
-31,010
-51% -$1.18M 0.29% 81
2014
Q2 		$1.16M Buy
61,000
+30,270
+99% +$1.11M 0.27% 70
2014
Q1 		$1.08M Buy
30,730
+3,320
+12% +$113K 0.33% 65
2013
Q4 		$937K Buy
27,410
+1,800
+7% +$61.6K 0.3% 78
2013
Q3 		$850K Buy
25,610
+3,022
+13% +$100K 0.29% 78
2013
Q2 		$735K Buy
+22,588
New +$743K 0.25% 90

Other funds holding POWA

Jackson Financial Management
Jackson Financial Management Costa Mesa, California $194M AUM 21.54% 1-Year Est. Return
BerganKDV Wealth Management
BerganKDV Wealth Management Bloomington, Minnesota $1000M AUM 9.95% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Bruderman Asset Management
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 $45.2B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Valicenti Advisory Services
Valicenti Advisory Services Elmira, New York $531M AUM 36.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

B. Riley Wealth Advisors's POWA Position: Q2 2019 in Review

B. Riley Wealth Advisors sold out of Invesco Bloomberg Pricing Power ETF (POWA) in Q2 2019, closing a stake of 5,262 shares — an estimated $263K sold.

B. Riley Wealth Advisors first reported a position in POWA in Q2 2013 and held it in 19 quarters. The position peaked at $1.48M in Q1 2015. 58 funds tracked by Wall St. Rank hold POWA as of Q2 2019.

  • B. Riley Wealth Advisors reported no remaining Invesco Bloomberg Pricing Power ETF position as of Q2 2019 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 5,262 Invesco Bloomberg Pricing Power ETF shares in Q2 2019, an estimated $263K.
  • B. Riley Wealth Advisors first reported a position in Invesco Bloomberg Pricing Power ETF in Q2 2013 and held it in 19 quarters.
  • B. Riley Wealth Advisors's Invesco Bloomberg Pricing Power ETF position peaked at $1.48M in Q1 2015.
  • 58 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q2 2019.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2019, filed 5 Aug 2019.