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Stonebridge Capital Advisors’s Invesco Bloomberg Pricing Power ETF POWA Stock Holding History

Stonebridge Capital Advisors’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
Q4 		– Sell
-44
Closed -$2.88K – 680
2023
Q3 		$2.88K Hold
44
– – ﹤0.01% 768
2023
Q2 		$3.05K Sell
44
-98
-69% -$6.58K ﹤0.01% 767
2023
Q1 		$9.56K Hold
142
– – ﹤0.01% 617
2022
Q4 		$9.44K Hold
142
– – ﹤0.01% 607
2022
Q3 		$9K Hold
142
– – ﹤0.01% 599
2022
Q2 		$9K Hold
142
– – ﹤0.01% 623
2022
Q1 		$10K Hold
142
– – ﹤0.01% 671
2021
Q4 		$10K Hold
142
– – ﹤0.01% 642
2021
Q3 		$9K Sell
142
-142
-50% -$9.69K ﹤0.01% 635
2021
Q2 		$18K Buy
284
+142
+100% +$9.13K ﹤0.01% 644
2021
Q1 		$9K Buy
+142
New +$8.44K ﹤0.01% 656

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Envestnet Asset Management
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Creative Planning
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DWA
Delos Wealth Advisors Dallas, Texas $175M AUM 19.35% 1-Year Est. Return