Financial Engines Advisors
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Financial Engines Advisors’s Invesco Bloomberg Pricing Power ETF POWA Stock Holding History

Financial Engines Advisors’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
Q2 		– Sell
-143,021
Closed -$9.62M – 300
2023
Q1 		$9.62M Buy
+143,021
New +$9.57M 0.03% 78

Other funds holding POWA

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Financial Engines Advisors's POWA Position: Q2 2023 in Review

Financial Engines Advisors sold out of Invesco Bloomberg Pricing Power ETF (POWA) in Q2 2023, closing a stake of 143,021 shares — an estimated $9.62M sold.

Financial Engines Advisors first reported a position in POWA in Q1 2023 and held it in 1 quarter. The position peaked at $9.62M in Q1 2023. 72 funds tracked by Wall St. Rank hold POWA as of Q2 2023.

  • Financial Engines Advisors reported no remaining Invesco Bloomberg Pricing Power ETF position as of Q2 2023 after selling out during the quarter.
  • Financial Engines Advisors sold 143,021 Invesco Bloomberg Pricing Power ETF shares in Q2 2023, an estimated $9.62M.
  • Financial Engines Advisors first reported a position in Invesco Bloomberg Pricing Power ETF in Q1 2023 and held it in 1 quarter.
  • Financial Engines Advisors's Invesco Bloomberg Pricing Power ETF position peaked at $9.62M in Q1 2023.
  • 72 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q2 2023.

Based on Financial Engines Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.