Mach-1 Financial Group’s Invesco Bloomberg Pricing Power ETF POWA Stock Holding History

Mach-1 Financial Group’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
2023 Q2	–	Sell	-1,114	Closed	-$75K	–	299
2023 Q1	$75K	Buy	+1,114	New	+$74.5K	0.48%	53
2022 Q4	–	Sell	-1,219	Closed	-$73K	–	369
2022 Q3	$73K	Hold	1,219	–	–	0.08%	92
2022 Q2	$77K	Buy	+1,219	New	+$81.7K	0.05%	97

Other funds holding POWA

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

BWM

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

1WM

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Mach-1 Financial Group's POWA Position: Q2 2023 in Review

Mach-1 Financial Group sold out of Invesco Bloomberg Pricing Power ETF (POWA) in Q2 2023, closing a stake of 1,114 shares — an estimated $75K sold.

Mach-1 Financial Group first reported a position in POWA in Q2 2022 and held it in 3 quarters. The position peaked at $77K in Q2 2022. 72 funds tracked by Wall St. Rank hold POWA as of Q2 2023.

Mach-1 Financial Group reported no remaining Invesco Bloomberg Pricing Power ETF position as of Q2 2023 after selling out during the quarter.
Mach-1 Financial Group sold 1,114 Invesco Bloomberg Pricing Power ETF shares in Q2 2023, an estimated $75K.
Mach-1 Financial Group first reported a position in Invesco Bloomberg Pricing Power ETF in Q2 2022 and held it in 3 quarters.
Mach-1 Financial Group's Invesco Bloomberg Pricing Power ETF position peaked at $77K in Q2 2022.
72 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q2 2023.

Based on Mach-1 Financial Group's 13F filing for Q2 2023, filed 28 Jul 2023.