Insight Advisors’s Invesco Bloomberg Pricing Power ETF POWA Stock Holding History

Insight 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
2023 Q1	–	Sell	-3,552	Closed	-$236K	–	321
2022 Q4	$236K	Sell	3,552 -265	-7%	-$17.5K	0.08%	278
2022 Q3	$230K	Sell	3,817 -180	-5%	-$11.8K	0.09%	250
2022 Q2	$270K	Sell	3,997 -242	-6%	-$16.2K	0.09%	240
2022 Q1	$298K	Sell	4,239 -973	-19%	-$67.2K	0.09%	249
2021 Q4	$381K	Sell	5,212 -2,959	-36%	-$206K	0.11%	216
2021 Q3	$571K	Sell	8,171 -2,168	-21%	-$148K	0.17%	149
2021 Q2	$708K	Sell	10,339 -863	-8%	-$55.5K	0.22%	118
2021 Q1	$713K	Sell	11,202 -751	-6%	-$44.6K	0.23%	117
2020 Q4	$707K	Buy	+11,953	New	+$686K	0.27%	98

Other funds holding POWA

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BWM

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

1WM

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

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

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

KAS

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

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

Insight Advisors's POWA Position: Q1 2023 in Review

Insight Advisors sold out of Invesco Bloomberg Pricing Power ETF (POWA) in Q1 2023, closing a stake of 3,552 shares — an estimated $236K sold.

Insight Advisors first reported a position in POWA in Q4 2020 and held it in 9 quarters. The position peaked at $713K in Q1 2021. 78 funds tracked by Wall St. Rank hold POWA as of Q1 2023.

Insight Advisors reported no remaining Invesco Bloomberg Pricing Power ETF position as of Q1 2023 after selling out during the quarter.
Insight Advisors sold 3,552 Invesco Bloomberg Pricing Power ETF shares in Q1 2023, an estimated $236K.
Insight Advisors first reported a position in Invesco Bloomberg Pricing Power ETF in Q4 2020 and held it in 9 quarters.
Insight Advisors's Invesco Bloomberg Pricing Power ETF position peaked at $713K in Q1 2021.
78 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q1 2023.

Based on Insight Advisors's 13F filing for Q1 2023, filed 3 May 2023.