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

Next 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
2016
Q2 		– Sell
-445
Closed -$16K – 1832
2016
Q1 		$16K Hold
445
– – 0.01% 1023
2015
Q4 		$15K Hold
445
– – 0.01% 1041
2015
Q3 		$15K Hold
445
– – 0.01% 1058
2015
Q2 		$16K Buy
+445
New +$17.2K 0.01% 1093
2014
Q4 		– Sell
-931
Closed -$35K – 2244
2014
Q3 		$35K Hold
931
– – 0.01% 1133
2014
Q2 		$35K Buy
+931
New +$34.1K 0.02% 439

Other funds holding POWA

BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BPCE
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $4.69B AUM 24.1% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
SG
Societe Generale $14.1B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return