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

Concert Wealth 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
2016
Q4 		– Sell
-1,146
Closed -$45K – 805
2016
Q3 		$45K Buy
+1,146
New +$45.1K 0.01% 828

Other funds holding POWA

BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BPCE
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $4.69B AUM 24.1% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Concert Wealth Management's POWA Position: Q4 2016 in Review

Concert Wealth Management sold out of Invesco Bloomberg Pricing Power ETF (POWA) in Q4 2016, closing a stake of 1,146 shares — an estimated $45K sold.

Concert Wealth Management first reported a position in POWA in Q3 2016 and held it in 1 quarter. The position peaked at $45K in Q3 2016. 39 funds tracked by Wall St. Rank hold POWA as of Q4 2016.

  • Concert Wealth Management reported no remaining Invesco Bloomberg Pricing Power ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 1,146 Invesco Bloomberg Pricing Power ETF shares in Q4 2016, an estimated $45K.
  • Concert Wealth Management first reported a position in Invesco Bloomberg Pricing Power ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's Invesco Bloomberg Pricing Power ETF position peaked at $45K in Q3 2016.
  • 39 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.