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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $2.7B AUM 21.91% 1-Year Est. Return

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

1WM

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geneos Wealth Management's POWA Position: Q2 2022 in Review

Geneos Wealth Management sold out of Invesco Bloomberg Pricing Power ETF (POWA) in Q2 2022, closing a stake of 100 shares — an estimated $7K sold.

Geneos Wealth Management first reported a position in POWA in Q3 2019 and held it in 11 quarters. The position peaked at $7K in Q1 2022. 78 funds tracked by Wall St. Rank hold POWA as of Q2 2022.

Geneos Wealth Management reported no remaining Invesco Bloomberg Pricing Power ETF position as of Q2 2022 after selling out during the quarter.
Geneos Wealth Management sold 100 Invesco Bloomberg Pricing Power ETF shares in Q2 2022, an estimated $7K.
Geneos Wealth Management first reported a position in Invesco Bloomberg Pricing Power ETF in Q3 2019 and held it in 11 quarters.
Geneos Wealth Management's Invesco Bloomberg Pricing Power ETF position peaked at $7K in Q1 2022.
78 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q2 2022.

Based on Geneos Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.