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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

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JFM
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Commonwealth Equity Services
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Bank of America
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Susquehanna International Group
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Cambridge Investment Research Advisors
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IAS
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return