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Financial Gravity Asset Management’s Invesco Bloomberg Pricing Power ETF POWA Stock Holding History

Financial Gravity Asset 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
2021
Q3 		– Sell
-269
Closed -$25K – 992
2021
Q2 		$25K Buy
+269
New +$17.3K 0.01% 765

Other funds holding POWA

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.29B AUM 35.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Financial Gravity Asset Management's POWA Position: Q3 2021 in Review

Financial Gravity Asset Management sold out of Invesco Bloomberg Pricing Power ETF (POWA) in Q3 2021, closing a stake of 269 shares — an estimated $25K sold.

Financial Gravity Asset Management first reported a position in POWA in Q2 2021 and held it in 1 quarter. The position peaked at $25K in Q2 2021. 73 funds tracked by Wall St. Rank hold POWA as of Q3 2021.

  • Financial Gravity Asset Management reported no remaining Invesco Bloomberg Pricing Power ETF position as of Q3 2021 after selling out during the quarter.
  • Financial Gravity Asset Management sold 269 Invesco Bloomberg Pricing Power ETF shares in Q3 2021, an estimated $25K.
  • Financial Gravity Asset Management first reported a position in Invesco Bloomberg Pricing Power ETF in Q2 2021 and held it in 1 quarter.
  • Financial Gravity Asset Management's Invesco Bloomberg Pricing Power ETF position peaked at $25K in Q2 2021.
  • 73 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q3 2021.

Based on Financial Gravity Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.