Forvis Mazars Wealth Advisors’s Invesco Bloomberg Pricing Power ETF POWA Stock Holding History

Forvis Mazars Wealth 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
2018 Q1	–	Sell	-11,095	Closed	-$516K	–	253
2017 Q4	$516K	Buy	+11,095	New	+$509K	0.05%	149

Other funds holding POWA

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $616M AUM 14.82% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JFM

Jackson Financial Management Costa Mesa, California $194M AUM 21.54% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Forvis Mazars Wealth Advisors's POWA Position: Q1 2018 in Review

Forvis Mazars Wealth Advisors sold out of Invesco Bloomberg Pricing Power ETF (POWA) in Q1 2018, closing a stake of 11,095 shares — an estimated $516K sold.

Forvis Mazars Wealth Advisors first reported a position in POWA in Q4 2017 and held it in 1 quarter. The position peaked at $516K in Q4 2017. 33 funds tracked by Wall St. Rank hold POWA as of Q1 2018.

Forvis Mazars Wealth Advisors reported no remaining Invesco Bloomberg Pricing Power ETF position as of Q1 2018 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 11,095 Invesco Bloomberg Pricing Power ETF shares in Q1 2018, an estimated $516K.
Forvis Mazars Wealth Advisors first reported a position in Invesco Bloomberg Pricing Power ETF in Q4 2017 and held it in 1 quarter.
Forvis Mazars Wealth Advisors's Invesco Bloomberg Pricing Power ETF position peaked at $516K in Q4 2017.
33 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q1 2018.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2018, filed 20 Apr 2018.