Financial Architects (New Jersey)’s Invesco Bloomberg Pricing Power ETF POWA Stock Holding History

Financial Architects (New Jersey)’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 Q3	–	Sell	-71	Closed	-$4K	–	628
2020 Q2	$4K	Hold	71	–	–	﹤0.01%	756
2020 Q1	$3K	Hold	71	–	–	﹤0.01%	755
2019 Q4	$4K	Hold	71	–	–	﹤0.01%	791
2019 Q3	$4K	Hold	71	–	–	﹤0.01%	854
2019 Q2	$4K	Hold	71	–	–	﹤0.01%	1035
2019 Q1	$4K	Hold	71	–	–	﹤0.01%	1257
2018 Q4	$3K	Hold	71	–	–	﹤0.01%	1203
2018 Q3	$4K	Hold	71	–	–	﹤0.01%	1259
2018 Q2	$3K	Buy	+71	New	+$3.3K	﹤0.01%	1178
2018 Q1	–	Sell	-71	Closed	-$3K	–	1544
2017 Q4	$3K	Hold	71	–	–	﹤0.01%	1381
2017 Q3	$3K	Hold	71	–	–	﹤0.01%	1372
2017 Q2	$3K	Hold	71	–	–	﹤0.01%	1383
2017 Q1	$3K	Hold	71	–	–	﹤0.01%	1387
2016 Q4	$3K	Hold	71	–	–	﹤0.01%	1246
2016 Q3	$3K	Hold	71	–	–	﹤0.01%	1264
2016 Q2	$3K	Hold	71	–	–	﹤0.01%	1231
2016 Q1	$3K	Buy	+71	New	+$2.47K	﹤0.01%	990
2015 Q3	–	Sell	-71	Closed	-$3K	–	725
2015 Q2	$3K	Buy	+71	New	+$2.74K	﹤0.01%	1058
2015 Q1	–	Sell	-71	Closed	-$3K	–	1011
2014 Q4	$3K	Hold	71	–	–	﹤0.01%	907
2014 Q3	$3K	Hold	71	–	–	﹤0.01%	807
2014 Q2	$3K	Buy	+71	New	+$2.6K	﹤0.01%	838
2013 Q4	–	Sell	-71	Closed	-$2K	–	446
2013 Q3	$2K	Buy	+71	New	+$2.36K	﹤0.01%	694

Other funds holding POWA

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

BWM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VAS

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

KAS

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

Financial Architects (New Jersey)'s POWA Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Invesco Bloomberg Pricing Power ETF (POWA) in Q3 2020, closing a stake of 71 shares — an estimated $4K sold.

Financial Architects (New Jersey) first reported a position in POWA in Q3 2013 and held it in 22 quarters. The position peaked at $4K in Q2 2020. 64 funds tracked by Wall St. Rank hold POWA as of Q3 2020.

Financial Architects (New Jersey) reported no remaining Invesco Bloomberg Pricing Power ETF position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 71 Invesco Bloomberg Pricing Power ETF shares in Q3 2020, an estimated $4K.
Financial Architects (New Jersey) first reported a position in Invesco Bloomberg Pricing Power ETF in Q3 2013 and held it in 22 quarters.
Financial Architects (New Jersey)'s Invesco Bloomberg Pricing Power ETF position peaked at $4K in Q2 2020.
64 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.