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Simplicity Solutions’s Invesco Bloomberg Pricing Power ETF POWA Stock Holding History

Simplicity Solutions’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
2021
Q1 		– Sell
-11,435
Closed -$676K – 841
2020
Q4 		$676K Buy
11,435
+2,767
+32% +$159K 0.01% 634
2020
Q3 		$482K Buy
8,668
+3,912
+82% +$214K 0.01% 632
2020
Q2 		$246K Buy
+4,756
New +$235K ﹤0.01% 777

Other funds holding POWA

RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Simplicity Solutions's POWA Position: Q1 2021 in Review

Simplicity Solutions sold out of Invesco Bloomberg Pricing Power ETF (POWA) in Q1 2021, closing a stake of 11,435 shares — an estimated $676K sold.

Simplicity Solutions first reported a position in POWA in Q2 2020 and held it in 3 quarters. The position peaked at $676K in Q4 2020. 62 funds tracked by Wall St. Rank hold POWA as of Q1 2021.

  • Simplicity Solutions reported no remaining Invesco Bloomberg Pricing Power ETF position as of Q1 2021 after selling out during the quarter.
  • Simplicity Solutions sold 11,435 Invesco Bloomberg Pricing Power ETF shares in Q1 2021, an estimated $676K.
  • Simplicity Solutions first reported a position in Invesco Bloomberg Pricing Power ETF in Q2 2020 and held it in 3 quarters.
  • Simplicity Solutions's Invesco Bloomberg Pricing Power ETF position peaked at $676K in Q4 2020.
  • 62 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.