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

Jacobi Capital 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
2021 Q2	–	Sell	-51	Closed	-$3K	–	1425
2021 Q1	$3K	Hold	51	–	–	﹤0.01%	1212
2020 Q4	$3K	Buy	+51	New	+$2.93K	﹤0.01%	1118

Other funds holding POWA

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

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

BWM

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

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

1WM

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

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 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

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

Jacobi Capital Management's POWA Position: Q2 2021 in Review

Jacobi Capital Management sold out of Invesco Bloomberg Pricing Power ETF (POWA) in Q2 2021, closing a stake of 51 shares — an estimated $3K sold.

Jacobi Capital Management first reported a position in POWA in Q4 2020 and held it in 2 quarters. The position peaked at $3K in Q1 2021. 65 funds tracked by Wall St. Rank hold POWA as of Q2 2021.

Jacobi Capital Management reported no remaining Invesco Bloomberg Pricing Power ETF position as of Q2 2021 after selling out during the quarter.
Jacobi Capital Management sold 51 Invesco Bloomberg Pricing Power ETF shares in Q2 2021, an estimated $3K.
Jacobi Capital Management first reported a position in Invesco Bloomberg Pricing Power ETF in Q4 2020 and held it in 2 quarters.
Jacobi Capital Management's Invesco Bloomberg Pricing Power ETF position peaked at $3K in Q1 2021.
65 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q2 2021.

Based on Jacobi Capital Management's 13F filing for Q2 2021, filed 12 Aug 2021.