FEG
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Financial Enhancement Group’s Invesco Bloomberg Pricing Power ETF POWA Stock Holding History

Financial Enhancement Group’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
2022
Q4 		– Sell
-4
Closed – – 268
2022
Q3 		$0 Hold
4
– – ﹤0.01% 326
2022
Q2 		$0 Hold
4
– – ﹤0.01% 323
2022
Q1 		$0 Sell
4
-12
-75% -$829 ﹤0.01% 335
2021
Q4 		$1K Hold
16
– – ﹤0.01% 259
2021
Q3 		$1K Hold
16
– – ﹤0.01% 263
2021
Q2 		$1K Sell
16
-221,246
-100% -$14.2M ﹤0.01% 259
2021
Q1 		$13.5M Buy
221,262
+29,160
+15% +$1.73M 2.76% 9
2020
Q4 		$11.4M Buy
192,102
+33,933
+21% +$1.95M 2.42% 11
2020
Q3 		$8.79M Buy
158,169
+43,543
+38% +$2.38M 2.04% 16
2020
Q2 		$5.92M Sell
114,626
-51,124
-31% -$2.53M 1.49% 25
2020
Q1 		$7.42M Buy
165,750
+26,927
+19% +$1.43M 2.2% 15
2019
Q4 		$7.74M Buy
+138,823
New +$7.6M 1.95% 19

Other funds holding POWA

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return