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

Rooted 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
2023 Q1	–	Sell	-25,582	Closed	-$1.7M	–	89
2022 Q4	$1.7M	Buy	+25,582	New	+$1.69M	1.43%	20

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

Rooted Wealth Advisors's POWA Position: Q1 2023 in Review

Rooted Wealth Advisors sold out of Invesco Bloomberg Pricing Power ETF (POWA) in Q1 2023, closing a stake of 25,582 shares — an estimated $1.7M sold.

Rooted Wealth Advisors first reported a position in POWA in Q4 2022 and held it in 1 quarter. The position peaked at $1.7M in Q4 2022. 78 funds tracked by Wall St. Rank hold POWA as of Q1 2023.

Rooted Wealth Advisors reported no remaining Invesco Bloomberg Pricing Power ETF position as of Q1 2023 after selling out during the quarter.
Rooted Wealth Advisors sold 25,582 Invesco Bloomberg Pricing Power ETF shares in Q1 2023, an estimated $1.7M.
Rooted Wealth Advisors first reported a position in Invesco Bloomberg Pricing Power ETF in Q4 2022 and held it in 1 quarter.
Rooted Wealth Advisors's Invesco Bloomberg Pricing Power ETF position peaked at $1.7M in Q4 2022.
78 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q1 2023.

Based on Rooted Wealth Advisors's 13F filing for Q1 2023, filed 26 Apr 2023.