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

GeoWealth 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
2024
Q2 		– Sell
-85,061
Closed -$6.68M – 926
2024
Q1 		$6.68M Buy
+85,061
New +$6.36M 0.26% 74

Other funds holding POWA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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 22.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Delos Wealth Advisors
Delos Wealth Advisors Dallas, Texas $195M AUM 23.25% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

GeoWealth Management's POWA Position: Q2 2024 in Review

GeoWealth Management sold out of Invesco Bloomberg Pricing Power ETF (POWA) in Q2 2024, closing a stake of 85,061 shares — an estimated $6.68M sold.

GeoWealth Management first reported a position in POWA in Q1 2024 and held it in 1 quarter. The position peaked at $6.68M in Q1 2024. 66 funds tracked by Wall St. Rank hold POWA as of Q2 2024.

  • GeoWealth Management reported no remaining Invesco Bloomberg Pricing Power ETF position as of Q2 2024 after selling out during the quarter.
  • GeoWealth Management sold 85,061 Invesco Bloomberg Pricing Power ETF shares in Q2 2024, an estimated $6.68M.
  • GeoWealth Management first reported a position in Invesco Bloomberg Pricing Power ETF in Q1 2024 and held it in 1 quarter.
  • GeoWealth Management's Invesco Bloomberg Pricing Power ETF position peaked at $6.68M in Q1 2024.
  • 66 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q2 2024.

Based on GeoWealth Management's 13F filing for Q2 2024, filed 12 Aug 2024.