Bruderman Asset Management’s Invesco Bloomberg Pricing Power ETF POWA Stock Holding History

Bruderman Asset Management’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 Q4	–	Sell	-23,896	Closed	-$1.33M	–	109
2020 Q3	$1.33M	Sell	23,896 -204	-0.8%	-$11.2K	0.44%	60
2020 Q2	$1.25M	Sell	24,100 -6,436	-21%	-$318K	0.41%	62
2020 Q1	$1.3M	Sell	30,536 -25,500	-46%	-$1.36M	0.51%	53
2019 Q4	$3.13M	Sell	56,036 -8,243	-13%	-$451K	0.98%	43
2019 Q3	$3.5M	Sell	64,279 -21,824	-25%	-$1.17M	0.88%	42
2019 Q2	$4.55M	Buy	+86,103	New	+$4.41M	1.07%	38

Other funds holding POWA

1WM

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $616M AUM 14.82% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CWM

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

VAS

Valicenti Advisory Services Elmira, New York $530M AUM 46.5% 1-Year Est. Return

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

Bruderman Asset Management's POWA Position: Q4 2020 in Review

Bruderman Asset Management sold out of Invesco Bloomberg Pricing Power ETF (POWA) in Q4 2020, closing a stake of 23,896 shares — an estimated $1.33M sold.

Bruderman Asset Management first reported a position in POWA in Q2 2019 and held it in 6 quarters. The position peaked at $4.55M in Q2 2019. 66 funds tracked by Wall St. Rank hold POWA as of Q4 2020.

Bruderman Asset Management reported no remaining Invesco Bloomberg Pricing Power ETF position as of Q4 2020 after selling out during the quarter.
Bruderman Asset Management sold 23,896 Invesco Bloomberg Pricing Power ETF shares in Q4 2020, an estimated $1.33M.
Bruderman Asset Management first reported a position in Invesco Bloomberg Pricing Power ETF in Q2 2019 and held it in 6 quarters.
Bruderman Asset Management's Invesco Bloomberg Pricing Power ETF position peaked at $4.55M in Q2 2019.
66 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q4 2020.

Based on Bruderman Asset Management's 13F filing for Q4 2020, filed 29 Jan 2021.