Stifel Financial
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Stifel Financial’s Invesco Bloomberg Pricing Power ETF POWA Stock Holding History

Stifel Financial’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
Q3 		– Sell
-14,755
Closed -$1.02M – 3381
2023
Q2 		$1.02M Buy
+14,755
New +$992K ﹤0.01% 2073

Other funds holding POWA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Stifel Financial's POWA Position: Q3 2023 in Review

Stifel Financial sold out of Invesco Bloomberg Pricing Power ETF (POWA) in Q3 2023, closing a stake of 14,755 shares — an estimated $1.02M sold.

Stifel Financial first reported a position in POWA in Q2 2023 and held it in 1 quarter. The position peaked at $1.02M in Q2 2023. 66 funds tracked by Wall St. Rank hold POWA as of Q3 2023.

  • Stifel Financial reported no remaining Invesco Bloomberg Pricing Power ETF position as of Q3 2023 after selling out during the quarter.
  • Stifel Financial sold 14,755 Invesco Bloomberg Pricing Power ETF shares in Q3 2023, an estimated $1.02M.
  • Stifel Financial first reported a position in Invesco Bloomberg Pricing Power ETF in Q2 2023 and held it in 1 quarter.
  • Stifel Financial's Invesco Bloomberg Pricing Power ETF position peaked at $1.02M in Q2 2023.
  • 66 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q3 2023.

Based on Stifel Financial's 13F filing for Q3 2023, filed 13 Nov 2023.