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Win Advisors’s Invesco Bloomberg Pricing Power ETF POWA Stock Holding History

Win 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
2024
Q4 		– Sell
-107,834
Closed -$9.15M – 78
2024
Q3 		$9.15M Buy
+107,834
New +$8.71M 4.3% 12
2024
Q1 		– Sell
-5,081
Closed -$368K – 83
2023
Q4 		$368K Buy
+5,081
New +$345K 0.17% 47

Other funds holding POWA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Delos Wealth Advisors
Delos Wealth Advisors Dallas, Texas $195M AUM 23.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jaffetilchin Investment Partners
Jaffetilchin Investment Partners Tampa, Florida $1.89B AUM 26.73% 1-Year Est. Return

Win Advisors's POWA Position: Q4 2024 in Review

Win Advisors sold out of Invesco Bloomberg Pricing Power ETF (POWA) in Q4 2024, closing a stake of 107,834 shares — an estimated $9.15M sold.

Win Advisors first reported a position in POWA in Q4 2023 and held it in 2 quarters. The position peaked at $9.15M in Q3 2024. 72 funds tracked by Wall St. Rank hold POWA as of Q4 2024.

  • Win Advisors reported no remaining Invesco Bloomberg Pricing Power ETF position as of Q4 2024 after selling out during the quarter.
  • Win Advisors sold 107,834 Invesco Bloomberg Pricing Power ETF shares in Q4 2024, an estimated $9.15M.
  • Win Advisors first reported a position in Invesco Bloomberg Pricing Power ETF in Q4 2023 and held it in 2 quarters.
  • Win Advisors's Invesco Bloomberg Pricing Power ETF position peaked at $9.15M in Q3 2024.
  • 72 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q4 2024.

Based on Win Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.