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Cape Investment Advisory’s Invesco Bloomberg Pricing Power ETF POWA Stock Holding History

Cape Investment Advisory’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
2024
Q1 		– Sell
-200
Closed -$14.5K – 1114
2023
Q4 		$14.5K Buy
+200
New +$13.6K 0.01% 590

Other funds holding POWA

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
DWA
Delos Wealth Advisors Dallas, Texas $175M AUM 19.35% 1-Year Est. Return

Cape Investment Advisory's POWA Position: Q1 2024 in Review

Cape Investment Advisory sold out of Invesco Bloomberg Pricing Power ETF (POWA) in Q1 2024, closing a stake of 200 shares — an estimated $14.5K sold.

Cape Investment Advisory first reported a position in POWA in Q4 2023 and held it in 1 quarter. The position peaked at $14.5K in Q4 2023. 69 funds tracked by Wall St. Rank hold POWA as of Q1 2024.

  • Cape Investment Advisory reported no remaining Invesco Bloomberg Pricing Power ETF position as of Q1 2024 after selling out during the quarter.
  • Cape Investment Advisory sold 200 Invesco Bloomberg Pricing Power ETF shares in Q1 2024, an estimated $14.5K.
  • Cape Investment Advisory first reported a position in Invesco Bloomberg Pricing Power ETF in Q4 2023 and held it in 1 quarter.
  • Cape Investment Advisory's Invesco Bloomberg Pricing Power ETF position peaked at $14.5K in Q4 2023.
  • 69 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q1 2024.

Based on Cape Investment Advisory's 13F filing for Q1 2024, filed 21 Jun 2024.