Proficio Capital Partners’s Invesco Bloomberg Pricing Power ETF POWA Stock Holding History

Proficio Capital Partners’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 Q1	–	Sell	-3,857	Closed	-$257K	–	302
2022 Q4	$257K	Sell	3,857 -11,092	-74%	-$732K	0.05%	224
2022 Q3	$900K	Buy	+14,949	New	+$984K	0.17%	83

Other funds holding POWA

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

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

BWM

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

1WM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Proficio Capital Partners's POWA Position: Q1 2023 in Review

Proficio Capital Partners sold out of Invesco Bloomberg Pricing Power ETF (POWA) in Q1 2023, closing a stake of 3,857 shares — an estimated $257K sold.

Proficio Capital Partners first reported a position in POWA in Q3 2022 and held it in 2 quarters. The position peaked at $900K in Q3 2022. 78 funds tracked by Wall St. Rank hold POWA as of Q1 2023.

Proficio Capital Partners reported no remaining Invesco Bloomberg Pricing Power ETF position as of Q1 2023 after selling out during the quarter.
Proficio Capital Partners sold 3,857 Invesco Bloomberg Pricing Power ETF shares in Q1 2023, an estimated $257K.
Proficio Capital Partners first reported a position in Invesco Bloomberg Pricing Power ETF in Q3 2022 and held it in 2 quarters.
Proficio Capital Partners's Invesco Bloomberg Pricing Power ETF position peaked at $900K in Q3 2022.
78 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q1 2023.

Based on Proficio Capital Partners's 13F filing for Q1 2023, filed 19 Apr 2023.