Capital Investment Advisory Services’s Invesco Bloomberg Pricing Power ETF POWA Stock Holding History

Capital Investment Advisory Services’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	$1.57M	Hold	17,704	–	–	0.1%	217
2026 Q1	$1.53M	Sell	17,704 -382	-2%	-$34.8K	0.11%	184
2025 Q4	$1.63M	Sell	18,086 -325	-2%	-$29.4K	0.12%	181
2025 Q3	$1.67M	Sell	18,411 -333	-2%	-$29.6K	0.13%	167
2025 Q2	$1.62M	Sell	18,744 -116	-0.6%	-$9.61K	0.13%	166
2025 Q1	$1.55M	Hold	18,860	–	–	0.14%	162
2024 Q4	$1.53M	Sell	18,860 -322	-2%	-$27.3K	0.15%	147
2024 Q3	$1.63M	Sell	19,182 -500	-3%	-$40.4K	0.15%	143
2024 Q2	$1.53M	Sell	19,682 -484	-2%	-$37.2K	0.16%	139
2024 Q1	$1.58M	Sell	20,166 -1,596	-7%	-$119K	0.17%	138
2023 Q4	$1.57M	Hold	21,762	–	–	0.15%	132
2023 Q3	$1.43M	Sell	21,762 -75	-0.3%	-$5.13K	0.14%	135
2023 Q2	$1.51M	Hold	21,837	–	–	0.15%	123
2023 Q1	$1.47M	Sell	21,837 -723	-3%	-$48.4K	0.17%	117
2022 Q4	$1.5M	Buy	22,560 +6,338	+39%	+$418K	0.18%	112
2022 Q3	$977K	Sell	16,222 -51	-0.3%	-$3.36K	0.13%	147
2022 Q2	$1.04M	Sell	16,273 -67	-0.4%	-$4.49K	0.13%	150
2022 Q1	$1.15M	Buy	16,340 +144	+0.9%	+$9.94K	0.13%	152
2021 Q4	$1.18M	Buy	16,196 +13,411	+482%	+$936K	0.14%	150
2021 Q3	$184K	Hold	2,785	–	–	0.02%	459
2021 Q2	$184K	Sell	2,785 -212	-7%	-$13.6K	0.02%	472
2021 Q1	$183K	Hold	2,997	–	–	0.03%	433
2020 Q4	$177K	Buy	2,997 +625	+26%	+$35.9K	0.03%	426
2020 Q3	$132K	Buy	+2,372	New	+$130K	0.02%	391

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

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

Avant Capital Lafayette, Louisiana $160M AUM 24.2% 1-Year Est. Return

Capital Investment Advisory Services's POWA Position: Q2 2026 in Review

Capital Investment Advisory Services held its Invesco Bloomberg Pricing Power ETF (POWA) position steady in Q2 2026 at 17,704 shares worth $1.57M. The position accounts for 0.1% of the portfolio, ranked #217.

Capital Investment Advisory Services first reported a position in POWA in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.67M in Q3 2025. 73 funds tracked by Wall St. Rank hold POWA as of Q2 2026.

Capital Investment Advisory Services held 17,704 shares of Invesco Bloomberg Pricing Power ETF worth $1.57M as of Q2 2026.
Capital Investment Advisory Services left its Invesco Bloomberg Pricing Power ETF share count unchanged in Q2 2026.
Invesco Bloomberg Pricing Power ETF made up 0.1% of Capital Investment Advisory Services's portfolio in Q2 2026, its #217 holding.
Capital Investment Advisory Services first reported a position in Invesco Bloomberg Pricing Power ETF in Q3 2020 and has held it in 24 quarters since.
Capital Investment Advisory Services's Invesco Bloomberg Pricing Power ETF position peaked at $1.67M in Q3 2025.
73 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.