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Reilly Financial Advisors’s Invesco Bloomberg Pricing Power ETF POWA Stock Holding History

Reilly Financial 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
2013
Q4 		– Sell
-695
Closed -$23K – 860
2013
Q3 		$23K Buy
+695
New +$23.1K 0.01% 327

Other funds holding POWA

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
ICAS
Investors Capital Advisory Services Lynnfield, Massachusetts $521M AUM 1.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Reilly Financial Advisors's POWA Position: Q4 2013 in Review

Reilly Financial Advisors sold out of Invesco Bloomberg Pricing Power ETF (POWA) in Q4 2013, closing a stake of 695 shares — an estimated $23K sold.

Reilly Financial Advisors first reported a position in POWA in Q3 2013 and held it in 1 quarter. The position peaked at $23K in Q3 2013. 27 funds tracked by Wall St. Rank hold POWA as of Q4 2013.

  • Reilly Financial Advisors reported no remaining Invesco Bloomberg Pricing Power ETF position as of Q4 2013 after selling out during the quarter.
  • Reilly Financial Advisors sold 695 Invesco Bloomberg Pricing Power ETF shares in Q4 2013, an estimated $23K.
  • Reilly Financial Advisors first reported a position in Invesco Bloomberg Pricing Power ETF in Q3 2013 and held it in 1 quarter.
  • Reilly Financial Advisors's Invesco Bloomberg Pricing Power ETF position peaked at $23K in Q3 2013.
  • 27 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q4 2013.

Based on Reilly Financial Advisors's 13F filing for Q4 2013, filed 17 Jan 2014.