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

Bison Wealth’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 		– Sell
-87
Closed -$5K – 484
2021
Q1 		$5K Hold
87
– – ﹤0.01% 439
2020
Q4 		$5K Hold
87
– – ﹤0.01% 386
2020
Q3 		$5K Buy
+87
New +$4.76K ﹤0.01% 339

Other funds holding POWA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $616M AUM 14.82% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
LPL Financial
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
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
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

Bison Wealth's POWA Position: Q2 2021 in Review

Bison Wealth sold out of Invesco Bloomberg Pricing Power ETF (POWA) in Q2 2021, closing a stake of 87 shares — an estimated $5K sold.

Bison Wealth first reported a position in POWA in Q3 2020 and held it in 3 quarters. The position peaked at $5K in Q1 2021. 65 funds tracked by Wall St. Rank hold POWA as of Q2 2021.

  • Bison Wealth reported no remaining Invesco Bloomberg Pricing Power ETF position as of Q2 2021 after selling out during the quarter.
  • Bison Wealth sold 87 Invesco Bloomberg Pricing Power ETF shares in Q2 2021, an estimated $5K.
  • Bison Wealth first reported a position in Invesco Bloomberg Pricing Power ETF in Q3 2020 and held it in 3 quarters.
  • Bison Wealth's Invesco Bloomberg Pricing Power ETF position peaked at $5K in Q1 2021.
  • 65 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q2 2021.

Based on Bison Wealth's 13F filing for Q2 2021, filed 2 Aug 2021.