Tortoise Investment Management’s Invesco Bloomberg Pricing Power ETF POWA Stock Holding History

Tortoise Investment Management’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
2018 Q1	–	Sell	-128	Closed	-$6K	–	563
2017 Q4	$6K	Hold	128	–	–	﹤0.01%	439
2017 Q3	$6K	Hold	128	–	–	﹤0.01%	401
2017 Q2	$5K	Hold	128	–	–	﹤0.01%	409
2017 Q1	$5K	Hold	128	–	–	﹤0.01%	389
2016 Q4	$5K	Hold	128	–	–	﹤0.01%	395
2016 Q3	$5K	Hold	128	–	–	﹤0.01%	374
2016 Q2	$5K	Buy	+128	New	+$4.79K	﹤0.01%	394

Other funds holding POWA

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

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

JFM

Jackson Financial Management Costa Mesa, California $194M AUM 21.54% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Tortoise Investment Management's POWA Position: Q1 2018 in Review

Tortoise Investment Management sold out of Invesco Bloomberg Pricing Power ETF (POWA) in Q1 2018, closing a stake of 128 shares — an estimated $6K sold.

Tortoise Investment Management first reported a position in POWA in Q2 2016 and held it in 7 quarters. The position peaked at $6K in Q4 2017. 33 funds tracked by Wall St. Rank hold POWA as of Q1 2018.

Tortoise Investment Management reported no remaining Invesco Bloomberg Pricing Power ETF position as of Q1 2018 after selling out during the quarter.
Tortoise Investment Management sold 128 Invesco Bloomberg Pricing Power ETF shares in Q1 2018, an estimated $6K.
Tortoise Investment Management first reported a position in Invesco Bloomberg Pricing Power ETF in Q2 2016 and held it in 7 quarters.
Tortoise Investment Management's Invesco Bloomberg Pricing Power ETF position peaked at $6K in Q4 2017.
33 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q1 2018.

Based on Tortoise Investment Management's 13F filing for Q1 2018, filed 11 May 2018.