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Howe & Rusling’s Invesco Bloomberg Pricing Power ETF POWA Stock Holding History

Howe & Rusling’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
2017
Q3 		– Sell
-200
Closed -$9K – 947
2017
Q2 		$9K Buy
+200
New +$8.42K ﹤0.01% 513

Other funds holding POWA

BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Howe & Rusling's POWA Position: Q3 2017 in Review

Howe & Rusling sold out of Invesco Bloomberg Pricing Power ETF (POWA) in Q3 2017, closing a stake of 200 shares — an estimated $9K sold.

Howe & Rusling first reported a position in POWA in Q2 2017 and held it in 1 quarter. The position peaked at $9K in Q2 2017. 33 funds tracked by Wall St. Rank hold POWA as of Q3 2017.

  • Howe & Rusling reported no remaining Invesco Bloomberg Pricing Power ETF position as of Q3 2017 after selling out during the quarter.
  • Howe & Rusling sold 200 Invesco Bloomberg Pricing Power ETF shares in Q3 2017, an estimated $9K.
  • Howe & Rusling first reported a position in Invesco Bloomberg Pricing Power ETF in Q2 2017 and held it in 1 quarter.
  • Howe & Rusling's Invesco Bloomberg Pricing Power ETF position peaked at $9K in Q2 2017.
  • 33 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q3 2017.

Based on Howe & Rusling's 13F filing for Q3 2017, filed 18 Oct 2017.