Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SC
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
Shares
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
$377B AUM
19.32%
1-Year Est. Return
Mercer Global Advisors
Denver, Colorado
$67.6B AUM
18.3%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
GM
GeoWealth Management
Chicago, Illinois
$2.78B AUM
15.76%
1-Year Est. Return
1WM
1900 Wealth Management
San Antonio, Texas
$1.56B AUM
14.13%
1-Year Est. Return
Commonwealth Equity Services
Waltham, Massachusetts
$71.6B AUM
21.08%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
KAS
Kestra Advisory Services
Austin, Texas
$26.4B AUM
21.05%
1-Year Est. Return
DWA
Delos Wealth Advisors
Dallas, Texas
$175M AUM
19.35%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close