Bel Air Investment Advisors’s Invesco Bloomberg Pricing Power ETF POWA Stock Holding History

Bel Air Investment 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
2021 Q2	$378K	Hold	5,730	–	–	0.01%	295
2021 Q1	$350K	Buy	+5,730	New	+$341K	0.01%	302

Other funds holding POWA

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 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

1WM

1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return

CWM

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

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

KAS

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

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

JIP

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

Bel Air Investment Advisors's POWA Position: Q2 2021 in Review

Bel Air Investment Advisors held its Invesco Bloomberg Pricing Power ETF (POWA) position steady in Q2 2021 at 5,730 shares worth $378K. The position accounts for 0.01% of the portfolio, ranked #295.

Bel Air Investment Advisors first reported a position in POWA in Q1 2021 and has held it in 2 quarters since. 65 funds tracked by Wall St. Rank hold POWA as of Q2 2021.

Bel Air Investment Advisors held 5,730 shares of Invesco Bloomberg Pricing Power ETF worth $378K as of Q2 2021.
Bel Air Investment Advisors left its Invesco Bloomberg Pricing Power ETF share count unchanged in Q2 2021.
Invesco Bloomberg Pricing Power ETF made up 0.01% of Bel Air Investment Advisors's portfolio in Q2 2021, its #295 holding.
Bel Air Investment Advisors first reported a position in Invesco Bloomberg Pricing Power ETF in Q1 2021 and has held it in 2 quarters since.
65 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.