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James Investment Research’s Invesco Bloomberg Pricing Power ETF POWA Stock Holding History

James Investment Research’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
2022
Q1 		– Sell
-12
Closed -$1K – 536
2021
Q4 		$1K Buy
+12
New +$837 ﹤0.01% 495

Other funds holding POWA

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

James Investment Research's POWA Position: Q1 2022 in Review

James Investment Research sold out of Invesco Bloomberg Pricing Power ETF (POWA) in Q1 2022, closing a stake of 12 shares — an estimated $1K sold.

James Investment Research first reported a position in POWA in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 79 funds tracked by Wall St. Rank hold POWA as of Q1 2022.

  • James Investment Research reported no remaining Invesco Bloomberg Pricing Power ETF position as of Q1 2022 after selling out during the quarter.
  • James Investment Research sold 12 Invesco Bloomberg Pricing Power ETF shares in Q1 2022, an estimated $1K.
  • James Investment Research first reported a position in Invesco Bloomberg Pricing Power ETF in Q4 2021 and held it in 1 quarter.
  • James Investment Research's Invesco Bloomberg Pricing Power ETF position peaked at $1K in Q4 2021.
  • 79 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q1 2022.

Based on James Investment Research's 13F filing for Q1 2022, filed 22 Apr 2022.