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Calton & Associates’s Invesco Bloomberg Pricing Power ETF POWA Stock Holding History

Calton & Associates’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 		– Sell
-2,374
Closed -$214K – 473
2025
Q4 		$214K Buy
2,374
+140
+6% +$12.7K 0.03% 413
2025
Q3 		$202K Sell
2,234
-287
-11% -$25.5K 0.03% 406
2025
Q2 		$218K Sell
2,521
-161
-6% -$13.3K 0.04% 349
2025
Q1 		$220K Hold
2,682
– – 0.05% 299
2024
Q4 		$218K Buy
+2,682
New +$228K 0.1% 181
2024
Q3 		– Sell
-2,676
Closed -$208K – 266
2024
Q2 		$208K Sell
2,676
-166
-6% -$12.8K 0.1% 177
2024
Q1 		$223K Sell
2,842
-378
-12% -$28.3K 0.11% 173
2023
Q4 		$233K Buy
+3,220
New +$219K 0.09% 205
2023
Q3 		– Sell
-2,983
Closed -$207K – 219
2023
Q2 		$207K Hold
2,983
– – 0.1% 191
2023
Q1 		$201K Buy
+2,983
New +$200K 0.09% 210
2018
Q1 		– Sell
-625
Closed -$30K – 1033
2017
Q4 		$30K Buy
+625
New +$28.7K 0.01% 807

Other funds holding POWA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
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
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
ECA
Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return
DWA
Delos Wealth Advisors Dallas, Texas $195M AUM 23.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

Calton & Associates's POWA Position: Q1 2026 in Review

Calton & Associates sold out of Invesco Bloomberg Pricing Power ETF (POWA) in Q1 2026, closing a stake of 2,374 shares — an estimated $214K sold.

Calton & Associates first reported a position in POWA in Q4 2017 and held it in 11 quarters. The position peaked at $233K in Q4 2023. 77 funds tracked by Wall St. Rank hold POWA as of Q1 2026.

  • Calton & Associates reported no remaining Invesco Bloomberg Pricing Power ETF position as of Q1 2026 after selling out during the quarter.
  • Calton & Associates sold 2,374 Invesco Bloomberg Pricing Power ETF shares in Q1 2026, an estimated $214K.
  • Calton & Associates first reported a position in Invesco Bloomberg Pricing Power ETF in Q4 2017 and held it in 11 quarters.
  • Calton & Associates's Invesco Bloomberg Pricing Power ETF position peaked at $233K in Q4 2023.
  • 77 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q1 2026.

Based on Calton & Associates's 13F filing for Q1 2026, filed 13 May 2026.