Bank of Montreal’s Invesco Bloomberg Pricing Power ETF POWA Stock Holding History

Bank of Montreal’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
2025 Q4	–	Sell	-57	Closed	-$5.16K	–	3788
2025 Q3	$5.16K	Sell	57 -233	-80%	-$20.7K	﹤0.01%	3410
2025 Q2	$25.1K	Hold	290	–	–	﹤0.01%	3253
2025 Q1	$23.8K	Hold	290	–	–	﹤0.01%	3190
2024 Q4	$23.6K	Hold	290	–	–	﹤0.01%	3233
2024 Q3	$24.5K	Sell	290 -12	-4%	-$969	﹤0.01%	3546
2024 Q2	$23.8K	Sell	302 -116	-28%	-$8.92K	﹤0.01%	3560
2024 Q1	$32.8K	Hold	418	–	–	﹤0.01%	3542
2023 Q4	$30.5K	Hold	418	–	–	﹤0.01%	3672
2023 Q3	$28.3K	Sell	418 -722	-63%	-$49.4K	﹤0.01%	3523
2023 Q2	$79K	Buy	1,140 +450	+65%	+$30.2K	﹤0.01%	3505
2023 Q1	$46.4K	Buy	+690	New	+$46.2K	﹤0.01%	3384
2022 Q4	–	Sell	-11,126	Closed	-$749	–	4215
2022 Q3	$749	Buy	+11,126	New	+$732K	﹤0.01%	2338

Other funds holding POWA

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

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 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

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

DWA

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal's POWA Position: Q4 2025 in Review

Bank of Montreal sold out of Invesco Bloomberg Pricing Power ETF (POWA) in Q4 2025, closing a stake of 57 shares — an estimated $5.16K sold.

Bank of Montreal first reported a position in POWA in Q3 2022 and held it in 12 quarters. The position peaked at $79K in Q2 2023. 74 funds tracked by Wall St. Rank hold POWA as of Q4 2025.

Bank of Montreal reported no remaining Invesco Bloomberg Pricing Power ETF position as of Q4 2025 after selling out during the quarter.
Bank of Montreal sold 57 Invesco Bloomberg Pricing Power ETF shares in Q4 2025, an estimated $5.16K.
Bank of Montreal first reported a position in Invesco Bloomberg Pricing Power ETF in Q3 2022 and held it in 12 quarters.
Bank of Montreal's Invesco Bloomberg Pricing Power ETF position peaked at $79K in Q2 2023.
74 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q4 2025.

Based on Bank of Montreal's 13F filing for Q4 2025, filed 12 Feb 2026.