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AE Wealth Management’s Invesco Bloomberg Pricing Power ETF POWA Stock Holding History

AE Wealth Management’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
2026
Q2 		$112K Sell
1,260
-49
-4% -$4.3K ﹤0.01% 1885
2026
Q1 		$113K Buy
1,309
+149
+13% +$13.6K ﹤0.01% 1766
2025
Q4 		$104K Sell
1,160
-153
-12% -$13.9K ﹤0.01% 1684
2025
Q3 		$119K Sell
1,313
-3,573
-73% -$318K ﹤0.01% 1519
2025
Q2 		$423K Buy
4,886
+536
+12% +$44.4K ﹤0.01% 984
2025
Q1 		$357K Sell
4,350
-139
-3% -$11.5K ﹤0.01% 1025
2024
Q4 		$365K Sell
4,489
-397
-8% -$33.7K ﹤0.01% 1020
2024
Q3 		$415K Sell
4,886
-715
-13% -$57.8K ﹤0.01% 936
2024
Q2 		$435K Sell
5,601
-206
-4% -$15.8K ﹤0.01% 919
2024
Q1 		$456K Sell
5,807
-792
-12% -$59.2K 0.01% 847
2023
Q4 		$478K Sell
6,599
-178
-3% -$12.1K ﹤0.01% 1460
2023
Q3 		$444K Sell
6,777
-60
-0.9% -$4.1K ﹤0.01% 1441
2023
Q2 		$473K Buy
6,837
+27
+0.4% +$1.81K ﹤0.01% 1424
2023
Q1 		$458K Buy
6,810
+168
+3% +$11.2K ﹤0.01% 1388
2022
Q4 		$442K Sell
6,642
-23,572
-78% -$1.56M ﹤0.01% 1360
2022
Q3 		$1.82M Buy
30,214
+4,291
+17% +$282K 0.01% 731
2022
Q2 		$1.65M Sell
25,923
-32,813
-56% -$2.2M 0.01% 727
2022
Q1 		$4.13M Buy
58,736
+51,689
+733% +$3.57M 0.03% 499
2021
Q4 		$515K Buy
+7,047
New +$492K ﹤0.01% 1236
2021
Q2 		– Sell
-12,782
Closed -$781K – 1656
2021
Q1 		$781K Sell
12,782
-289
-2% -$17.2K 0.01% 857
2020
Q4 		$773K Buy
13,071
+3,524
+37% +$202K 0.01% 798
2020
Q3 		$531K Buy
9,547
+4,240
+80% +$232K 0.01% 867
2020
Q2 		$274K Buy
+5,307
New +$262K ﹤0.01% 1053

Other funds holding POWA

1WM
1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
MWM
Mosley Wealth Management Anaheim, California $314M AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
PWM
Partners Wealth Management Carmel By The Sea, California $102M AUM 23.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CWM
Castle Wealth Management West Palm Beach, Florida $338M AUM 18.79% 1-Year Est. Return

AE Wealth Management's POWA Position: Q2 2026 in Review

AE Wealth Management reduced its Invesco Bloomberg Pricing Power ETF (POWA) stake by 3.7% in Q2 2026, selling an estimated $4.3K and leaving 1,260 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #1885.

AE Wealth Management first reported a position in POWA in Q2 2020 and has held it in 23 quarters since. The position peaked at $4.13M in Q1 2022. 34 funds tracked by Wall St. Rank hold POWA as of Q2 2026.

  • AE Wealth Management held 1,260 shares of Invesco Bloomberg Pricing Power ETF worth $112K as of Q2 2026.
  • AE Wealth Management sold 49 Invesco Bloomberg Pricing Power ETF shares in Q2 2026, an estimated $4.3K.
  • Invesco Bloomberg Pricing Power ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1885 holding.
  • AE Wealth Management first reported a position in Invesco Bloomberg Pricing Power ETF in Q2 2020 and has held it in 23 quarters since.
  • AE Wealth Management's Invesco Bloomberg Pricing Power ETF position peaked at $4.13M in Q1 2022.
  • 34 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.