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Wagner Wealth Management (South Carolina)’s Invesco Bloomberg Pricing Power ETF POWA Stock Holding History

Wagner Wealth Management (South Carolina)’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
2022
Q3 		– Sell
-400
Closed -$26.3K – 755
2022
Q2 		$25K Buy
+400
New +$26.8K 0.02% 292
2022
Q1 		– Sell
-400
Closed -$29K – 549
2021
Q4 		$29K Hold
400
– – 0.02% 335
2021
Q3 		$28K Buy
+400
New +$27.3K 0.02% 331

Other funds holding POWA

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s POWA Position: Q3 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Invesco Bloomberg Pricing Power ETF (POWA) in Q3 2022, closing a stake of 400 shares — an estimated $26.3K sold.

Wagner Wealth Management (South Carolina) first reported a position in POWA in Q3 2021 and held it in 3 quarters. The position peaked at $29K in Q4 2021. 78 funds tracked by Wall St. Rank hold POWA as of Q3 2022.

  • Wagner Wealth Management (South Carolina) reported no remaining Invesco Bloomberg Pricing Power ETF position as of Q3 2022 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 400 Invesco Bloomberg Pricing Power ETF shares in Q3 2022, an estimated $26.3K.
  • Wagner Wealth Management (South Carolina) first reported a position in Invesco Bloomberg Pricing Power ETF in Q3 2021 and held it in 3 quarters.
  • Wagner Wealth Management (South Carolina)'s Invesco Bloomberg Pricing Power ETF position peaked at $29K in Q4 2021.
  • 78 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q3 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2022, filed 14 Nov 2022.