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Newbridge Financial Services Group’s Invesco Bloomberg Pricing Power ETF POWA Stock Holding History

Newbridge Financial Services 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
Q3 		– Sell
-5
Closed -$346 – 1380
2023
Q2 		$346 Hold
5
– – ﹤0.01% 1275
2023
Q1 		$336 Hold
5
– – ﹤0.01% 1337
2022
Q4 		$333 Buy
+5
New +$330 ﹤0.01% 1372

Other funds holding POWA

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Newbridge Financial Services Group's POWA Position: Q3 2023 in Review

Newbridge Financial Services Group sold out of Invesco Bloomberg Pricing Power ETF (POWA) in Q3 2023, closing a stake of 5 shares — an estimated $346 sold.

Newbridge Financial Services Group first reported a position in POWA in Q4 2022 and held it in 3 quarters. The position peaked at $346 in Q2 2023. 66 funds tracked by Wall St. Rank hold POWA as of Q3 2023.

  • Newbridge Financial Services Group reported no remaining Invesco Bloomberg Pricing Power ETF position as of Q3 2023 after selling out during the quarter.
  • Newbridge Financial Services Group sold 5 Invesco Bloomberg Pricing Power ETF shares in Q3 2023, an estimated $346.
  • Newbridge Financial Services Group first reported a position in Invesco Bloomberg Pricing Power ETF in Q4 2022 and held it in 3 quarters.
  • Newbridge Financial Services Group's Invesco Bloomberg Pricing Power ETF position peaked at $346 in Q2 2023.
  • 66 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q3 2023.

Based on Newbridge Financial Services Group's 13F filing for Q3 2023, filed 17 Oct 2023.