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

United Capital 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
2018 Q1	–	Sell	-20,701	Closed	-$963K	–	1348
2017 Q4	$963K	Hold	20,701	–	–	0.01%	788
2017 Q3	$913K	Hold	20,701	–	–	0.01%	799
2017 Q2	$883K	Hold	20,701	–	–	0.01%	799
2017 Q1	$857K	Buy	20,701 +440	+2%	+$17.8K	0.01%	784
2016 Q4	$788K	Hold	20,261	–	–	0.01%	811
2016 Q3	$791K	Hold	20,261	–	–	0.01%	836
2016 Q2	$790K	Hold	20,261	–	–	0.01%	797
2016 Q1	$753K	Buy	20,261 +655	+3%	+$22.8K	0.01%	776
2015 Q4	$683K	Buy	+19,606	New	+$707K	0.01%	798

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

United Capital Financial Advisors's POWA Position: Q1 2018 in Review

United Capital Financial Advisors sold out of Invesco Bloomberg Pricing Power ETF (POWA) in Q1 2018, closing a stake of 20,701 shares — an estimated $963K sold.

United Capital Financial Advisors first reported a position in POWA in Q4 2015 and held it in 9 quarters. The position peaked at $963K in Q4 2017. 33 funds tracked by Wall St. Rank hold POWA as of Q1 2018.

United Capital Financial Advisors reported no remaining Invesco Bloomberg Pricing Power ETF position as of Q1 2018 after selling out during the quarter.
United Capital Financial Advisors sold 20,701 Invesco Bloomberg Pricing Power ETF shares in Q1 2018, an estimated $963K.
United Capital Financial Advisors first reported a position in Invesco Bloomberg Pricing Power ETF in Q4 2015 and held it in 9 quarters.
United Capital Financial Advisors's Invesco Bloomberg Pricing Power ETF position peaked at $963K in Q4 2017.
33 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q1 2018.

Based on United Capital Financial Advisors's 13F filing for Q1 2018, filed 15 May 2018.