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Benjamin F. Edwards & Company’s Invesco Bloomberg Pricing Power ETF POWA Stock Holding History

Benjamin F. Edwards & Company’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
2023
Q1 		– Sell
-35
Closed -$2K – 1877
2022
Q4 		$2K Buy
+35
New +$2.31K ﹤0.01% 1739

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Benjamin F. Edwards & Company's POWA Position: Q1 2023 in Review

Benjamin F. Edwards & Company sold out of Invesco Bloomberg Pricing Power ETF (POWA) in Q1 2023, closing a stake of 35 shares — an estimated $2K sold.

Benjamin F. Edwards & Company first reported a position in POWA in Q4 2022 and held it in 1 quarter. The position peaked at $2K in Q4 2022. 78 funds tracked by Wall St. Rank hold POWA as of Q1 2023.

  • Benjamin F. Edwards & Company reported no remaining Invesco Bloomberg Pricing Power ETF position as of Q1 2023 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 35 Invesco Bloomberg Pricing Power ETF shares in Q1 2023, an estimated $2K.
  • Benjamin F. Edwards & Company first reported a position in Invesco Bloomberg Pricing Power ETF in Q4 2022 and held it in 1 quarter.
  • Benjamin F. Edwards & Company's Invesco Bloomberg Pricing Power ETF position peaked at $2K in Q4 2022.
  • 78 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q1 2023.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2023, filed 27 Apr 2023.