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

Avant Capital’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 Q1	$1.38M	Sell	16,029 -206	-1%	-$18.8K	0.97%	28
2025 Q4	$1.46M	Buy	16,235 +257	+2%	+$23.3K	1%	27
2025 Q3	$1.45M	Buy	15,978 +75	+0.5%	+$6.67K	1.02%	27
2025 Q2	$1.38M	Sell	15,903 -956	-6%	-$79.2K	1.07%	26
2025 Q1	$1.38M	Buy	16,859 +630	+4%	+$52.3K	1.15%	25
2024 Q4	$1.32M	Buy	+16,229	New	+$1.38M	1.09%	26
2023 Q3	$1.09M	Buy	16,599 +191	+1%	+$13.1K	1.24%	25
2023 Q2	$1.14M	Sell	16,408 -170	-1%	-$11.4K	1.25%	26
2023 Q1	$1.12M	Buy	16,578 +688	+4%	+$46K	1.29%	26
2022 Q4	$1.06M	Sell	15,890 -482	-3%	-$31.8K	1.3%	24
2022 Q3	$986K	Buy	16,372 +1,692	+12%	+$111K	1.33%	25
2022 Q2	$935K	Sell	14,680 -87	-0.6%	-$5.83K	1.21%	28
2022 Q1	$1.04M	Buy	14,767 +173	+1%	+$11.9K	1.16%	27
2021 Q4	$1.07M	Buy	+14,594	New	+$1.02M	1.17%	27

Other funds holding POWA

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

ECA

Elevation Capital Advisory Bend, Oregon $235M AUM 17.84% 1-Year Est. Return

DWA

Delos Wealth Advisors Dallas, Texas $175M AUM 19.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

Avant Capital's POWA Position: Q1 2026 in Review

Avant Capital reduced its Invesco Bloomberg Pricing Power ETF (POWA) stake by 1.3% in Q1 2026, selling an estimated $18.8K and leaving 16,029 shares worth $1.38M. The position accounts for 0.97% of the portfolio, ranked #28.

Avant Capital first reported a position in POWA in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.46M in Q4 2025. 77 funds tracked by Wall St. Rank hold POWA as of Q1 2026.

Avant Capital held 16,029 shares of Invesco Bloomberg Pricing Power ETF worth $1.38M as of Q1 2026.
Avant Capital sold 206 Invesco Bloomberg Pricing Power ETF shares in Q1 2026, an estimated $18.8K.
Invesco Bloomberg Pricing Power ETF made up 0.97% of Avant Capital's portfolio in Q1 2026, its #28 holding.
Avant Capital first reported a position in Invesco Bloomberg Pricing Power ETF in Q4 2021 and has held it in 14 quarters since.
Avant Capital's Invesco Bloomberg Pricing Power ETF position peaked at $1.46M in Q4 2025.
77 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q1 2026.

Based on Avant Capital's 13F filing for Q1 2026, filed 12 May 2026.