Joseph P. Lucia & Associates’s Invesco Bloomberg Pricing Power ETF POWA Stock Holding History

Joseph P. Lucia & Associates’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 Q3	–	Sell	-650	Closed	-$41K	–	366
2022 Q2	$41K	Hold	650	–	–	0.03%	194
2022 Q1	$46K	Buy	+650	New	+$44.9K	0.03%	195
2021 Q4	–	Sell	-650	Closed	-$43K	–	444
2021 Q3	$43K	Hold	650	–	–	0.03%	229
2021 Q2	$43K	Hold	650	–	–	0.03%	230
2021 Q1	$40K	Hold	650	–	–	0.02%	221
2020 Q4	$38K	Buy	+650	New	+$37.3K	0.03%	209
2020 Q3	–	Sell	-950	Closed	-$49K	–	368
2020 Q2	$49K	Hold	950	–	–	0.04%	173
2020 Q1	$43K	Hold	950	–	–	0.05%	165
2019 Q4	$53K	Hold	950	–	–	0.05%	170
2019 Q3	$51K	Hold	950	–	–	0.05%	172
2019 Q2	$50K	Sell	950 -47,206	-98%	-$2.42M	0.05%	169
2019 Q1	$950	Buy	+48,156	New	+$2.3M	0.07%	126

Other funds holding POWA

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

Morgan Stanley New York $1.66T AUM 25.57% 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 $2.39B AUM 17.35% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

1WM

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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

KAS

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

Joseph P. Lucia & Associates's POWA Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of Invesco Bloomberg Pricing Power ETF (POWA) in Q3 2022, closing a stake of 650 shares — an estimated $41K sold.

Joseph P. Lucia & Associates first reported a position in POWA in Q1 2019 and held it in 12 quarters. The position peaked at $53K in Q4 2019. 78 funds tracked by Wall St. Rank hold POWA as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining Invesco Bloomberg Pricing Power ETF position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 650 Invesco Bloomberg Pricing Power ETF shares in Q3 2022, an estimated $41K.
Joseph P. Lucia & Associates first reported a position in Invesco Bloomberg Pricing Power ETF in Q1 2019 and held it in 12 quarters.
Joseph P. Lucia & Associates's Invesco Bloomberg Pricing Power ETF position peaked at $53K in Q4 2019.
78 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.