Geneos Wealth Management’s Invesco Bloomberg Pricing Power ETF POWA Stock Holding History

Geneos Wealth 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
2022 Q2	–	Sell	-100	Closed	-$7K	–	2738
2022 Q1	$7K	Hold	100	–	–	﹤0.01%	2239
2021 Q4	$7K	Hold	100	–	–	﹤0.01%	2312
2021 Q3	$6K	Hold	100	–	–	﹤0.01%	2407
2021 Q2	$6K	Hold	100	–	–	﹤0.01%	2402
2021 Q1	$6K	Hold	100	–	–	﹤0.01%	2608
2020 Q4	$6K	Hold	100	–	–	﹤0.01%	2430
2020 Q3	$5K	Hold	100	–	–	﹤0.01%	2192
2020 Q2	$5K	Hold	100	–	–	﹤0.01%	2159
2020 Q1	$4K	Hold	100	–	–	﹤0.01%	2116
2019 Q4	$5K	Hold	100	–	–	﹤0.01%	2200
2019 Q3	$5K	Buy	+100	New	+$5.34K	﹤0.01%	2112

Other funds holding POWA

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

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

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

Commonwealth Equity Services

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

1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

Bank of America

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