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

Aptus Capital 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
2026 Q2	$29K	Hold	326	–	–	﹤0.01%	1460
2026 Q1	$28.1K	Hold	326	–	–	﹤0.01%	1352
2025 Q4	$29.3K	Hold	326	–	–	﹤0.01%	1365
2025 Q3	$29.5K	Hold	326	–	–	﹤0.01%	1303
2025 Q2	$28.2K	Hold	326	–	–	﹤0.01%	1245
2025 Q1	$26.8K	Hold	326	–	–	﹤0.01%	1180
2024 Q4	$26.5K	Hold	326	–	–	﹤0.01%	1178
2024 Q3	$27.7K	Hold	326	–	–	﹤0.01%	1004
2024 Q2	$25.3K	Hold	326	–	–	﹤0.01%	956
2024 Q1	$25.6K	Hold	326	–	–	﹤0.01%	946
2023 Q4	$23.6K	Hold	326	–	–	﹤0.01%	732
2023 Q3	$21.4K	Hold	326	–	–	﹤0.01%	744
2023 Q2	$22.6K	Hold	326	–	–	﹤0.01%	645
2023 Q1	$21.9K	Hold	326	–	–	﹤0.01%	628
2022 Q4	$21.7K	Buy	326 +89	+38%	+$5.87K	﹤0.01%	647
2022 Q3	$14K	Buy	237 +90	+61%	+$5.92K	﹤0.01%	641
2022 Q2	$9K	Buy	147 +88	+149%	+$5.9K	﹤0.01%	582
2022 Q1	$4K	Buy	+59	New	+$4.07K	﹤0.01%	645

Other funds holding POWA

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

DWA

Delos Wealth Advisors Dallas, Texas $195M AUM 23.25% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Aptus Capital Advisors's POWA Position: Q2 2026 in Review

Aptus Capital Advisors held its Invesco Bloomberg Pricing Power ETF (POWA) position steady in Q2 2026 at 326 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #1460.

Aptus Capital Advisors first reported a position in POWA in Q1 2022 and has held it in 18 quarters since. The position peaked at $29.5K in Q3 2025. 73 funds tracked by Wall St. Rank hold POWA as of Q2 2026.

Aptus Capital Advisors held 326 shares of Invesco Bloomberg Pricing Power ETF worth $29K as of Q2 2026.
Aptus Capital Advisors left its Invesco Bloomberg Pricing Power ETF share count unchanged in Q2 2026.
Invesco Bloomberg Pricing Power ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1460 holding.
Aptus Capital Advisors first reported a position in Invesco Bloomberg Pricing Power ETF in Q1 2022 and has held it in 18 quarters since.
Aptus Capital Advisors's Invesco Bloomberg Pricing Power ETF position peaked at $29.5K in Q3 2025.
73 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.