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Smith Shellnut Wilson’s Invesco Bloomberg Pricing Power ETF POWA Stock Holding History

Smith Shellnut Wilson’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
Q4 		– Sell
-65
Closed -$4K – 160
2021
Q3 		$4K Buy
+65
New +$4.43K ﹤0.01% 155

Other funds holding POWA

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Smith Shellnut Wilson's POWA Position: Q4 2021 in Review

Smith Shellnut Wilson sold out of Invesco Bloomberg Pricing Power ETF (POWA) in Q4 2021, closing a stake of 65 shares — an estimated $4K sold.

Smith Shellnut Wilson first reported a position in POWA in Q3 2021 and held it in 1 quarter. The position peaked at $4K in Q3 2021. 70 funds tracked by Wall St. Rank hold POWA as of Q4 2021.

  • Smith Shellnut Wilson reported no remaining Invesco Bloomberg Pricing Power ETF position as of Q4 2021 after selling out during the quarter.
  • Smith Shellnut Wilson sold 65 Invesco Bloomberg Pricing Power ETF shares in Q4 2021, an estimated $4K.
  • Smith Shellnut Wilson first reported a position in Invesco Bloomberg Pricing Power ETF in Q3 2021 and held it in 1 quarter.
  • Smith Shellnut Wilson's Invesco Bloomberg Pricing Power ETF position peaked at $4K in Q3 2021.
  • 70 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q4 2021.

Based on Smith Shellnut Wilson's 13F filing for Q4 2021, filed 3 Feb 2022.