Stephens Consulting’s Invesco Bloomberg Pricing Power ETF POWA Stock Holding History

Stephens Consulting’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
2024 Q1	–	Sell	-105	Closed	-$7.6K	–	489
2023 Q4	$7.6K	Hold	105	–	–	﹤0.01%	340
2023 Q3	$6.88K	Hold	105	–	–	﹤0.01%	351
2023 Q2	$7.27K	Hold	105	–	–	﹤0.01%	348
2023 Q1	$7.07K	Hold	105	–	–	﹤0.01%	361
2022 Q4	$6.98K	Hold	105	–	–	﹤0.01%	341
2022 Q3	$6.32K	Hold	105	–	–	0.01%	388
2022 Q2	$6.68K	Hold	105	–	–	0.01%	381
2022 Q1	$7.39K	Hold	105	–	–	0.01%	392
2021 Q4	$7.68K	Buy	+105	New	+$7.33K	0.01%	429

Other funds holding POWA

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

DWA

Delos Wealth Advisors Dallas, Texas $195M AUM 23.25% 1-Year Est. Return

Stephens Consulting's POWA Position: Q1 2024 in Review

Stephens Consulting sold out of Invesco Bloomberg Pricing Power ETF (POWA) in Q1 2024, closing a stake of 105 shares — an estimated $7.6K sold.

Stephens Consulting first reported a position in POWA in Q4 2021 and held it in 9 quarters. The position peaked at $7.68K in Q4 2021. 69 funds tracked by Wall St. Rank hold POWA as of Q1 2024.

Stephens Consulting reported no remaining Invesco Bloomberg Pricing Power ETF position as of Q1 2024 after selling out during the quarter.
Stephens Consulting sold 105 Invesco Bloomberg Pricing Power ETF shares in Q1 2024, an estimated $7.6K.
Stephens Consulting first reported a position in Invesco Bloomberg Pricing Power ETF in Q4 2021 and held it in 9 quarters.
Stephens Consulting's Invesco Bloomberg Pricing Power ETF position peaked at $7.68K in Q4 2021.
69 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q1 2024.

Based on Stephens Consulting's 13F filing for Q1 2024, filed 17 Apr 2024.