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

Trutina 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
2014
Q2 		– Sell
-120
Closed -$4K – 195
2014
Q1 		$4K Buy
+120
New +$4.07K ﹤0.01% 289

Other funds holding POWA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Trutina Financial's POWA Position: Q2 2014 in Review

Trutina Financial sold out of Invesco Bloomberg Pricing Power ETF (POWA) in Q2 2014, closing a stake of 120 shares — an estimated $4K sold.

Trutina Financial first reported a position in POWA in Q1 2014 and held it in 1 quarter. The position peaked at $4K in Q1 2014. 28 funds tracked by Wall St. Rank hold POWA as of Q2 2014.

  • Trutina Financial reported no remaining Invesco Bloomberg Pricing Power ETF position as of Q2 2014 after selling out during the quarter.
  • Trutina Financial sold 120 Invesco Bloomberg Pricing Power ETF shares in Q2 2014, an estimated $4K.
  • Trutina Financial first reported a position in Invesco Bloomberg Pricing Power ETF in Q1 2014 and held it in 1 quarter.
  • Trutina Financial's Invesco Bloomberg Pricing Power ETF position peaked at $4K in Q1 2014.
  • 28 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q2 2014.

Based on Trutina Financial's 13F filing for Q2 2014, filed 14 Aug 2014.