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

BCS 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
2025 Q1	–	Sell	-2,773	Closed	-$225K	–	256
2024 Q4	$225K	Sell	2,773 -327	-11%	-$27.7K	0.06%	233
2024 Q3	$263K	Hold	3,100	–	–	0.11%	139
2024 Q2	$241K	Hold	3,100	–	–	0.12%	138
2024 Q1	$243K	Hold	3,100	–	–	0.08%	209
2023 Q4	$224K	Sell	3,100 -102	-3%	-$6.92K	0.08%	199
2023 Q3	$210K	Hold	3,202	–	–	0.09%	188
2023 Q2	$222K	Hold	3,202	–	–	0.16%	106
2023 Q1	$215K	Hold	3,202	–	–	0.1%	148
2022 Q4	$213K	Buy	+3,202	New	+$211K	0.09%	178
2022 Q3	–	Sell	-3,202	Closed	-$204K	–	191
2022 Q2	$204K	Hold	3,202	–	–	0.09%	172
2022 Q1	$225K	Hold	3,202	–	–	0.09%	173
2021 Q4	$234K	Sell	3,202 -59	-2%	-$4.12K	0.08%	181
2021 Q3	$216K	Buy	3,261 +102	+3%	+$6.96K	0.09%	162
2021 Q2	$208K	Buy	+3,159	New	+$203K	0.11%	149
2020 Q1	–	Sell	-3,845	Closed	-$214K	–	121
2019 Q4	$214K	Buy	+3,845	New	+$211K	0.14%	104

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $195M AUM 23.25% 1-Year Est. Return

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

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

JIP

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

BCS Wealth Management's POWA Position: Q1 2025 in Review

BCS Wealth Management sold out of Invesco Bloomberg Pricing Power ETF (POWA) in Q1 2025, closing a stake of 2,773 shares — an estimated $225K sold.

BCS Wealth Management first reported a position in POWA in Q4 2019 and held it in 15 quarters. The position peaked at $263K in Q3 2024. 77 funds tracked by Wall St. Rank hold POWA as of Q1 2025.

BCS Wealth Management reported no remaining Invesco Bloomberg Pricing Power ETF position as of Q1 2025 after selling out during the quarter.
BCS Wealth Management sold 2,773 Invesco Bloomberg Pricing Power ETF shares in Q1 2025, an estimated $225K.
BCS Wealth Management first reported a position in Invesco Bloomberg Pricing Power ETF in Q4 2019 and held it in 15 quarters.
BCS Wealth Management's Invesco Bloomberg Pricing Power ETF position peaked at $263K in Q3 2024.
77 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q1 2025.

Based on BCS Wealth Management's 13F filing for Q1 2025, filed 14 Apr 2025.