First Trust Direct Indexing’s Invesco Bloomberg Pricing Power ETF POWA Stock Holding History

First Trust Direct Indexing’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
2024 Q4	–	Sell	-16,308	Closed	-$1.38M	–	680
2024 Q3	$1.38M	Hold	16,308	–	–	0.07%	271
2024 Q2	$1.27M	Hold	16,308	–	–	0.08%	263
2024 Q1	$1.28M	Buy	+16,308	New	+$1.22M	0.1%	241

Other funds holding POWA

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

DWA

Delos Wealth Advisors Dallas, Texas $195M AUM 23.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

First Trust Direct Indexing's POWA Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Invesco Bloomberg Pricing Power ETF (POWA) in Q4 2024, closing a stake of 16,308 shares — an estimated $1.38M sold.

First Trust Direct Indexing first reported a position in POWA in Q1 2024 and held it in 3 quarters. The position peaked at $1.38M in Q3 2024. 72 funds tracked by Wall St. Rank hold POWA as of Q4 2024.

First Trust Direct Indexing reported no remaining Invesco Bloomberg Pricing Power ETF position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 16,308 Invesco Bloomberg Pricing Power ETF shares in Q4 2024, an estimated $1.38M.
First Trust Direct Indexing first reported a position in Invesco Bloomberg Pricing Power ETF in Q1 2024 and held it in 3 quarters.
First Trust Direct Indexing's Invesco Bloomberg Pricing Power ETF position peaked at $1.38M in Q3 2024.
72 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.