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

Piershale 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	$19K	Hold	275	–	–	0.01%	78
2023 Q1	$18.5K	Hold	275	–	–	0.01%	71
2022 Q4	$18.3K	Buy	+275	New	+$18.1K	0.02%	71

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 $67.6B AUM 18.3% 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 $1.66T AUM 25.57% 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 $1.37T AUM 24.88% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Piershale Financial Group's POWA Position: Q2 2023 in Review

Piershale Financial Group held its Invesco Bloomberg Pricing Power ETF (POWA) position steady in Q2 2023 at 275 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #78.

Piershale Financial Group first reported a position in POWA in Q4 2022 and has held it in 3 quarters since. 72 funds tracked by Wall St. Rank hold POWA as of Q2 2023.

Piershale Financial Group held 275 shares of Invesco Bloomberg Pricing Power ETF worth $19K as of Q2 2023.
Piershale Financial Group left its Invesco Bloomberg Pricing Power ETF share count unchanged in Q2 2023.
Invesco Bloomberg Pricing Power ETF made up 0.01% of Piershale Financial Group's portfolio in Q2 2023, its #78 holding.
Piershale Financial Group first reported a position in Invesco Bloomberg Pricing Power ETF in Q4 2022 and has held it in 3 quarters since.
72 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.