River Wealth Advisors’s Invesco Bloomberg Pricing Power ETF POWA Stock Holding History

River Wealth 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
2019 Q1	–	Sell	-660	Closed	-$29K	–	392
2018 Q4	$29K	Hold	660	–	–	0.01%	307
2018 Q3	$33K	Hold	660	–	–	0.01%	331
2018 Q2	$31K	Buy	+660	New	+$30.6K	0.01%	317

Other funds holding POWA

BWM

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

JFM

Jackson Financial Management Costa Mesa, California $194M AUM 21.54% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

River Wealth Advisors's POWA Position: Q1 2019 in Review

River Wealth Advisors sold out of Invesco Bloomberg Pricing Power ETF (POWA) in Q1 2019, closing a stake of 660 shares — an estimated $29K sold.

River Wealth Advisors first reported a position in POWA in Q2 2018 and held it in 3 quarters. The position peaked at $33K in Q3 2018. 51 funds tracked by Wall St. Rank hold POWA as of Q1 2019.

River Wealth Advisors reported no remaining Invesco Bloomberg Pricing Power ETF position as of Q1 2019 after selling out during the quarter.
River Wealth Advisors sold 660 Invesco Bloomberg Pricing Power ETF shares in Q1 2019, an estimated $29K.
River Wealth Advisors first reported a position in Invesco Bloomberg Pricing Power ETF in Q2 2018 and held it in 3 quarters.
River Wealth Advisors's Invesco Bloomberg Pricing Power ETF position peaked at $33K in Q3 2018.
51 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.