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SFG Wealth Management’s Invesco Bloomberg Pricing Power ETF POWA Stock Holding History

SFG Wealth Management’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
-6,151
Closed -$409K – 87
2022
Q4 		$409K Buy
+6,151
New +$406K 0.51% 41

Other funds holding POWA

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SFG Wealth Management's POWA Position: Q1 2023 in Review

SFG Wealth Management sold out of Invesco Bloomberg Pricing Power ETF (POWA) in Q1 2023, closing a stake of 6,151 shares — an estimated $409K sold.

SFG Wealth Management first reported a position in POWA in Q4 2022 and held it in 1 quarter. The position peaked at $409K in Q4 2022. 78 funds tracked by Wall St. Rank hold POWA as of Q1 2023.

  • SFG Wealth Management reported no remaining Invesco Bloomberg Pricing Power ETF position as of Q1 2023 after selling out during the quarter.
  • SFG Wealth Management sold 6,151 Invesco Bloomberg Pricing Power ETF shares in Q1 2023, an estimated $409K.
  • SFG Wealth Management first reported a position in Invesco Bloomberg Pricing Power ETF in Q4 2022 and held it in 1 quarter.
  • SFG Wealth Management's Invesco Bloomberg Pricing Power ETF position peaked at $409K in Q4 2022.
  • 78 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q1 2023.

Based on SFG Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.