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

Mach-1 Financial Group Rogers, Arkansas $284M AUM 20.71% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

Bank of America

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

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

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