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Columbia Advisory Partners’s Invesco Bloomberg Pricing Power ETF POWA Stock Holding History

Columbia Advisory Partners’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
-6,269
Closed -$417K – 68
2022
Q4 		$417K Buy
6,269
+355
+6% +$23.4K 0.4% 35
2022
Q3 		$356K Buy
5,914
+224
+4% +$14.7K 0.43% 27
2022
Q2 		$362K Buy
+5,690
New +$381K 0.41% 24

Other funds holding POWA

M1FG
Mach-1 Financial Group Rogers, Arkansas $284M AUM 20.71% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $49.2B AUM 14.31% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Columbia Advisory Partners's POWA Position: Q1 2023 in Review

Columbia Advisory Partners sold out of Invesco Bloomberg Pricing Power ETF (POWA) in Q1 2023, closing a stake of 6,269 shares — an estimated $417K sold.

Columbia Advisory Partners first reported a position in POWA in Q2 2022 and held it in 3 quarters. The position peaked at $417K in Q4 2022. 78 funds tracked by Wall St. Rank hold POWA as of Q1 2023.

  • Columbia Advisory Partners reported no remaining Invesco Bloomberg Pricing Power ETF position as of Q1 2023 after selling out during the quarter.
  • Columbia Advisory Partners sold 6,269 Invesco Bloomberg Pricing Power ETF shares in Q1 2023, an estimated $417K.
  • Columbia Advisory Partners first reported a position in Invesco Bloomberg Pricing Power ETF in Q2 2022 and held it in 3 quarters.
  • Columbia Advisory Partners's Invesco Bloomberg Pricing Power ETF position peaked at $417K in Q4 2022.
  • 78 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q1 2023.

Based on Columbia Advisory Partners's 13F filing for Q1 2023, filed 9 May 2023.