TA
POWA icon

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

TCG 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
2019
Q3 		– Sell
-922
Closed -$49K – 329
2019
Q2 		$49K Sell
922
-289
-24% -$14.8K 0.05% 143
2019
Q1 		$60K Buy
+1,211
New +$57.8K 0.05% 133

Other funds holding POWA

JFM
Jackson Financial Management Costa Mesa, California $194M AUM 21.54% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
BAM
Bruderman Asset Management Locust Valley, New York $55.7M AUM 4.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VAS
Valicenti Advisory Services Elmira, New York $530M AUM 46.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TCG Advisors's POWA Position: Q3 2019 in Review

TCG Advisors sold out of Invesco Bloomberg Pricing Power ETF (POWA) in Q3 2019, closing a stake of 922 shares — an estimated $49K sold.

TCG Advisors first reported a position in POWA in Q1 2019 and held it in 2 quarters. The position peaked at $60K in Q1 2019. 57 funds tracked by Wall St. Rank hold POWA as of Q3 2019.

  • TCG Advisors reported no remaining Invesco Bloomberg Pricing Power ETF position as of Q3 2019 after selling out during the quarter.
  • TCG Advisors sold 922 Invesco Bloomberg Pricing Power ETF shares in Q3 2019, an estimated $49K.
  • TCG Advisors first reported a position in Invesco Bloomberg Pricing Power ETF in Q1 2019 and held it in 2 quarters.
  • TCG Advisors's Invesco Bloomberg Pricing Power ETF position peaked at $60K in Q1 2019.
  • 57 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q3 2019.

Based on TCG Advisors's 13F filing for Q3 2019, filed 13 Nov 2019.