OPS
POWA icon

Orion Portfolio Solutions’s Invesco Bloomberg Pricing Power ETF POWA Stock Holding History

Orion Portfolio Solutions’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
Q3 		– Sell
-144
Closed -$7K – 1618
2020
Q2 		$7K Hold
144
– – ﹤0.01% 1346
2020
Q1 		$6K Buy
+144
New +$7.67K ﹤0.01% 1245

Other funds holding POWA

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VAS
Valicenti Advisory Services Elmira, New York $530M AUM 46.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Orion Portfolio Solutions's POWA Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Invesco Bloomberg Pricing Power ETF (POWA) in Q3 2020, closing a stake of 144 shares — an estimated $7K sold.

Orion Portfolio Solutions first reported a position in POWA in Q1 2020 and held it in 2 quarters. The position peaked at $7K in Q2 2020. 64 funds tracked by Wall St. Rank hold POWA as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Invesco Bloomberg Pricing Power ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 144 Invesco Bloomberg Pricing Power ETF shares in Q3 2020, an estimated $7K.
  • Orion Portfolio Solutions first reported a position in Invesco Bloomberg Pricing Power ETF in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's Invesco Bloomberg Pricing Power ETF position peaked at $7K in Q2 2020.
  • 64 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.