Realta Investment Advisors’s Invesco Bloomberg Pricing Power ETF POWA Stock Holding History

Realta Investment Advisors’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
2022 Q4	–	Sell	-1,379	Closed	-$83K	–	876
2022 Q3	$83K	Buy	+1,379	New	+$90.8K	0.02%	475
2020 Q1	–	Sell	-278	Closed	-$15K	–	1104
2019 Q4	$15K	Hold	278	–	–	﹤0.01%	1024
2019 Q3	$15K	Hold	278	–	–	﹤0.01%	1005
2019 Q2	$15K	Buy	+278	New	+$14.2K	﹤0.01%	1036

Other funds holding POWA

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

BWM

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

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 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

Realta Investment Advisors's POWA Position: Q4 2022 in Review

Realta Investment Advisors sold out of Invesco Bloomberg Pricing Power ETF (POWA) in Q4 2022, closing a stake of 1,379 shares — an estimated $83K sold.

Realta Investment Advisors first reported a position in POWA in Q2 2019 and held it in 4 quarters. The position peaked at $83K in Q3 2022. 84 funds tracked by Wall St. Rank hold POWA as of Q4 2022.

Realta Investment Advisors reported no remaining Invesco Bloomberg Pricing Power ETF position as of Q4 2022 after selling out during the quarter.
Realta Investment Advisors sold 1,379 Invesco Bloomberg Pricing Power ETF shares in Q4 2022, an estimated $83K.
Realta Investment Advisors first reported a position in Invesco Bloomberg Pricing Power ETF in Q2 2019 and held it in 4 quarters.
Realta Investment Advisors's Invesco Bloomberg Pricing Power ETF position peaked at $83K in Q3 2022.
84 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q4 2022.

Based on Realta Investment Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.