Litman Gregory Wealth Management’s Invesco Bloomberg Pricing Power ETF POWA Stock Holding History

Litman Gregory 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
2020 Q1	–	Sell	-100	Closed	-$6K	–	199
2019 Q4	$6K	Hold	100	–	–	﹤0.01%	165
2019 Q3	$5K	Hold	100	–	–	﹤0.01%	156
2019 Q2	$5K	Hold	100	–	–	﹤0.01%	176
2019 Q1	$5K	Hold	100	–	–	﹤0.01%	123
2018 Q4	$4K	Hold	100	–	–	﹤0.01%	135
2018 Q3	$5K	Buy	+100	New	+$4.88K	﹤0.01%	101

Other funds holding POWA

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

BWM

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

VAS

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Litman Gregory Wealth Management's POWA Position: Q1 2020 in Review

Litman Gregory Wealth Management sold out of Invesco Bloomberg Pricing Power ETF (POWA) in Q1 2020, closing a stake of 100 shares — an estimated $6K sold.

Litman Gregory Wealth Management first reported a position in POWA in Q3 2018 and held it in 6 quarters. The position peaked at $6K in Q4 2019. 68 funds tracked by Wall St. Rank hold POWA as of Q1 2020.

Litman Gregory Wealth Management reported no remaining Invesco Bloomberg Pricing Power ETF position as of Q1 2020 after selling out during the quarter.
Litman Gregory Wealth Management sold 100 Invesco Bloomberg Pricing Power ETF shares in Q1 2020, an estimated $6K.
Litman Gregory Wealth Management first reported a position in Invesco Bloomberg Pricing Power ETF in Q3 2018 and held it in 6 quarters.
Litman Gregory Wealth Management's Invesco Bloomberg Pricing Power ETF position peaked at $6K in Q4 2019.
68 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q1 2020.

Based on Litman Gregory Wealth Management's 13F filing for Q1 2020, filed 28 Apr 2020.