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Weaver Consulting Group’s Invesco Bloomberg Pricing Power ETF POWA Stock Holding History

Weaver Consulting Group’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
2020
Q4 		– Sell
-170
Closed -$10K – 693
2020
Q3 		$10K Buy
+170
New +$9.31K 0.01% 569

Other funds holding POWA

1WM
1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 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 $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
VAS
Valicenti Advisory Services Elmira, New York $530M AUM 46.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Weaver Consulting Group's POWA Position: Q4 2020 in Review

Weaver Consulting Group sold out of Invesco Bloomberg Pricing Power ETF (POWA) in Q4 2020, closing a stake of 170 shares — an estimated $10K sold.

Weaver Consulting Group first reported a position in POWA in Q3 2020 and held it in 1 quarter. The position peaked at $10K in Q3 2020. 66 funds tracked by Wall St. Rank hold POWA as of Q4 2020.

  • Weaver Consulting Group reported no remaining Invesco Bloomberg Pricing Power ETF position as of Q4 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 170 Invesco Bloomberg Pricing Power ETF shares in Q4 2020, an estimated $10K.
  • Weaver Consulting Group first reported a position in Invesco Bloomberg Pricing Power ETF in Q3 2020 and held it in 1 quarter.
  • Weaver Consulting Group's Invesco Bloomberg Pricing Power ETF position peaked at $10K in Q3 2020.
  • 66 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.