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Brendel Financial Advisors’s Invesco Bloomberg Pricing Power ETF POWA Stock Holding History

Brendel Financial 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
2020
Q1 		– Sell
-9,543
Closed -$532K – 80
2019
Q4 		$532K Buy
9,543
+113
+1% +$6.19K 0.45% 54
2019
Q3 		$511K Sell
9,430
-26
-0.3% -$1.39K 0.46% 53
2019
Q2 		$500K Buy
+9,456
New +$484K 0.48% 50

Other funds holding POWA

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
VAS
Valicenti Advisory Services Elmira, New York $530M AUM 46.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Brendel Financial Advisors's POWA Position: Q1 2020 in Review

Brendel Financial Advisors sold out of Invesco Bloomberg Pricing Power ETF (POWA) in Q1 2020, closing a stake of 9,543 shares — an estimated $532K sold.

Brendel Financial Advisors first reported a position in POWA in Q2 2019 and held it in 3 quarters. The position peaked at $532K in Q4 2019. 68 funds tracked by Wall St. Rank hold POWA as of Q1 2020.

  • Brendel Financial Advisors reported no remaining Invesco Bloomberg Pricing Power ETF position as of Q1 2020 after selling out during the quarter.
  • Brendel Financial Advisors sold 9,543 Invesco Bloomberg Pricing Power ETF shares in Q1 2020, an estimated $532K.
  • Brendel Financial Advisors first reported a position in Invesco Bloomberg Pricing Power ETF in Q2 2019 and held it in 3 quarters.
  • Brendel Financial Advisors's Invesco Bloomberg Pricing Power ETF position peaked at $532K in Q4 2019.
  • 68 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q1 2020.

Based on Brendel Financial Advisors's 13F filing for Q1 2020, filed 1 May 2020.