Credit Suisse’s Invesco Bloomberg Pricing Power ETF POWA Stock Holding History

Credit Suisse’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 Q4	–	Sell	-9,620	Closed	-$630K	–	3126
2023 Q3	$630K	Buy	+9,620	New	+$658K	﹤0.01%	2561
2016 Q1	–	Sell	-107,342	Closed	-$3.74M	–	4221
2015 Q4	$3.74M	Buy	107,342 +71,601	+200%	+$2.58M	﹤0.01%	1814
2015 Q3	$1.25M	Sell	35,741 -20,493	-36%	-$748K	﹤0.01%	2628
2015 Q2	$2.09M	Buy	56,234 +41,240	+275%	+$1.59M	﹤0.01%	2517
2015 Q1	$577K	Buy	+14,994	New	+$577K	﹤0.01%	3448
2014 Q4	–	Sell	-8,219	Closed	-$309K	–	4695
2014 Q3	$309K	Buy	+8,219	New	+$313K	﹤0.01%	3922
2014 Q2	–	Sell	-89,170	Closed	-$3.13M	–	4775
2014 Q1	$3.13M	Buy	89,170 +50,379	+130%	+$1.71M	﹤0.01%	2162
2013 Q4	$1.33M	Buy	38,791 +8,994	+30%	+$308K	﹤0.01%	3033
2013 Q3	$989K	Buy	29,797 +16,032	+116%	+$532K	﹤0.01%	2973
2013 Q2	$448K	Buy	+13,765	New	+$453K	﹤0.01%	3379

Other funds holding POWA

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

1WM

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

DWA

Delos Wealth Advisors Dallas, Texas $175M AUM 19.35% 1-Year Est. Return

Credit Suisse's POWA Position: Q4 2023 in Review

Credit Suisse sold out of Invesco Bloomberg Pricing Power ETF (POWA) in Q4 2023, closing a stake of 9,620 shares — an estimated $630K sold.

Credit Suisse first reported a position in POWA in Q2 2013 and held it in 10 quarters. The position peaked at $3.74M in Q4 2015. 66 funds tracked by Wall St. Rank hold POWA as of Q4 2023.

Credit Suisse reported no remaining Invesco Bloomberg Pricing Power ETF position as of Q4 2023 after selling out during the quarter.
Credit Suisse sold 9,620 Invesco Bloomberg Pricing Power ETF shares in Q4 2023, an estimated $630K.
Credit Suisse first reported a position in Invesco Bloomberg Pricing Power ETF in Q2 2013 and held it in 10 quarters.
Credit Suisse's Invesco Bloomberg Pricing Power ETF position peaked at $3.74M in Q4 2015.
66 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q4 2023.

Based on Credit Suisse's 13F filing for Q4 2023, filed 8 Feb 2024.