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

Transamerica Financial 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
-1,308
Closed -$70K – 414
2019
Q2 		$70K Buy
+1,308
New +$66.9K 0.02% 241

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 $71.6B AUM 21.08% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 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 $38.8B AUM 21.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $377B AUM 19.32% 1-Year Est. Return

Transamerica Financial Advisors's POWA Position: Q3 2019 in Review

Transamerica Financial Advisors sold out of Invesco Bloomberg Pricing Power ETF (POWA) in Q3 2019, closing a stake of 1,308 shares — an estimated $70K sold.

Transamerica Financial Advisors first reported a position in POWA in Q2 2019 and held it in 1 quarter. The position peaked at $70K in Q2 2019. 57 funds tracked by Wall St. Rank hold POWA as of Q3 2019.

  • Transamerica Financial Advisors reported no remaining Invesco Bloomberg Pricing Power ETF position as of Q3 2019 after selling out during the quarter.
  • Transamerica Financial Advisors sold 1,308 Invesco Bloomberg Pricing Power ETF shares in Q3 2019, an estimated $70K.
  • Transamerica Financial Advisors first reported a position in Invesco Bloomberg Pricing Power ETF in Q2 2019 and held it in 1 quarter.
  • Transamerica Financial Advisors's Invesco Bloomberg Pricing Power ETF position peaked at $70K in Q2 2019.
  • 57 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q3 2019.

Based on Transamerica Financial Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.