Lido Advisors’s Invesco Bloomberg Pricing Power ETF POWA Stock Holding History

Lido 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
2020 Q2	–	Sell	-14,144	Closed	-$633K	–	650
2020 Q1	$633K	Hold	14,144	–	–	0.03%	287
2019 Q4	$788K	Hold	14,144	–	–	0.03%	302
2019 Q3	$767K	Hold	14,144	–	–	0.04%	260
2019 Q2	$747K	Sell	14,144 -300	-2%	-$15.4K	0.04%	237
2019 Q1	$721K	Hold	14,444	–	–	0.05%	233
2018 Q4	$636K	Hold	14,444	–	–	0.06%	191
2018 Q3	$722K	Hold	14,444	–	–	0.07%	175
2018 Q2	$671K	Hold	14,444	–	–	0.08%	158
2018 Q1	$669K	Hold	14,444	–	–	0.09%	148
2017 Q4	$671K	Hold	14,444	–	–	0.1%	119
2017 Q3	$653K	Hold	14,444	–	–	0.1%	116
2017 Q2	$616K	Hold	14,444	–	–	0.13%	100
2017 Q1	$606K	Hold	14,444	–	–	0.17%	92
2016 Q4	$562K	Hold	14,444	–	–	0.14%	82
2016 Q3	$564K	Hold	14,444	–	–	0.17%	59
2016 Q2	$566K	Buy	+14,444	New	+$541K	0.17%	53

Other funds holding POWA

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

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

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

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

FEG

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

VAS

Valicenti Advisory Services Elmira, New York $530M AUM 46.5% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Lido Advisors's POWA Position: Q2 2020 in Review

Lido Advisors sold out of Invesco Bloomberg Pricing Power ETF (POWA) in Q2 2020, closing a stake of 14,144 shares — an estimated $633K sold.

Lido Advisors first reported a position in POWA in Q2 2016 and held it in 16 quarters. The position peaked at $788K in Q4 2019. 63 funds tracked by Wall St. Rank hold POWA as of Q2 2020.

Lido Advisors reported no remaining Invesco Bloomberg Pricing Power ETF position as of Q2 2020 after selling out during the quarter.
Lido Advisors sold 14,144 Invesco Bloomberg Pricing Power ETF shares in Q2 2020, an estimated $633K.
Lido Advisors first reported a position in Invesco Bloomberg Pricing Power ETF in Q2 2016 and held it in 16 quarters.
Lido Advisors's Invesco Bloomberg Pricing Power ETF position peaked at $788K in Q4 2019.
63 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q2 2020.

Based on Lido Advisors's 13F filing for Q2 2020, filed 12 Aug 2020.