Iron Horse Wealth Management’s Invesco Bloomberg Pricing Power ETF POWA Stock Holding History

Iron Horse 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
2023 Q2	–	Sell	-86	Closed	-$5.79K	–	340
2023 Q1	$5.79K	Buy	+86	New	+$5.75K	﹤0.01%	188

Other funds holding POWA

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

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

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

BWM

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

1WM

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

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

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

KAS

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

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Iron Horse Wealth Management's POWA Position: Q2 2023 in Review

Iron Horse Wealth Management sold out of Invesco Bloomberg Pricing Power ETF (POWA) in Q2 2023, closing a stake of 86 shares — an estimated $5.79K sold.

Iron Horse Wealth Management first reported a position in POWA in Q1 2023 and held it in 1 quarter. The position peaked at $5.79K in Q1 2023. 72 funds tracked by Wall St. Rank hold POWA as of Q2 2023.

Iron Horse Wealth Management reported no remaining Invesco Bloomberg Pricing Power ETF position as of Q2 2023 after selling out during the quarter.
Iron Horse Wealth Management sold 86 Invesco Bloomberg Pricing Power ETF shares in Q2 2023, an estimated $5.79K.
Iron Horse Wealth Management first reported a position in Invesco Bloomberg Pricing Power ETF in Q1 2023 and held it in 1 quarter.
Iron Horse Wealth Management's Invesco Bloomberg Pricing Power ETF position peaked at $5.79K in Q1 2023.
72 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q2 2023.

Based on Iron Horse Wealth Management's 13F filing for Q2 2023, filed 1 Aug 2023.