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

Connecticut 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
2026 Q2	$229K	Hold	2,574	–	–	0.01%	320
2026 Q1	$222K	Hold	2,574	–	–	0.01%	314
2025 Q4	$232K	Hold	2,574	–	–	0.01%	301
2025 Q3	$233K	Sell	2,574 -541	-17%	-$48.1K	0.01%	302
2025 Q2	$270K	Hold	3,115	–	–	0.01%	271
2025 Q1	$256K	Hold	3,115	–	–	0.01%	269
2024 Q4	$253K	Hold	3,115	–	–	0.01%	243
2024 Q3	$264K	Sell	3,115 -13	-0.4%	-$1.05K	0.01%	277
2024 Q2	$243K	Hold	3,128	–	–	0.01%	290
2024 Q1	$246K	Sell	3,128 -13	-0.4%	-$973	0.01%	291
2023 Q4	$227K	Sell	3,141 -952	-23%	-$64.6K	0.01%	299
2023 Q3	$268K	Hold	4,093	–	–	0.02%	244
2023 Q2	$283K	Hold	4,093	–	–	0.02%	214
2023 Q1	$275K	Sell	4,093 -129,075	-97%	-$8.64M	0.02%	207
2022 Q4	$8.86M	Buy	133,168 +715	+0.5%	+$47.2K	0.75%	24
2022 Q3	$7.97M	Sell	132,453 -626	-0.5%	-$41.2K	0.74%	24
2022 Q2	$8.47M	Hold	133,079	–	–	0.74%	24
2022 Q1	$9.37M	Hold	133,079	–	–	0.72%	25
2021 Q4	$9.73M	Buy	133,079 +10	+0%	+$698	0.76%	25
2021 Q3	$8.79M	Sell	133,069 -135	-0.1%	-$9.21K	0.77%	25
2021 Q2	$8.78M	Sell	133,204 -4,080	-3%	-$262K	0.77%	25
2021 Q1	$8.39M	Sell	137,284 -645	-0.5%	-$38.3K	0.77%	21
2020 Q4	$8.16M	Sell	137,929 -2,054	-1%	-$118K	0.87%	22
2020 Q3	$7.78M	Hold	139,983	–	–	0.86%	22
2020 Q2	$7.23M	Sell	139,983 -7,244	-5%	-$358K	0.9%	24
2020 Q1	$6.59M	Sell	147,227 -1,063	-0.7%	-$56.6K	0.98%	23
2019 Q4	$8.26M	Sell	148,290 -1,370	-0.9%	-$75K	0.91%	25
2019 Q3	$8.11M	Buy	149,660 +740	+0.5%	+$39.5K	1%	23
2019 Q2	$7.88M	Buy	+148,920	New	+$7.62M	0.97%	22

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

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

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

Connecticut Wealth Management's POWA Position: Q2 2026 in Review

Connecticut Wealth Management held its Invesco Bloomberg Pricing Power ETF (POWA) position steady in Q2 2026 at 2,574 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #320.

Connecticut Wealth Management first reported a position in POWA in Q2 2019 and has held it in 29 quarters since. The position peaked at $9.73M in Q4 2021. 72 funds tracked by Wall St. Rank hold POWA as of Q2 2026.

Connecticut Wealth Management held 2,574 shares of Invesco Bloomberg Pricing Power ETF worth $229K as of Q2 2026.
Connecticut Wealth Management left its Invesco Bloomberg Pricing Power ETF share count unchanged in Q2 2026.
Invesco Bloomberg Pricing Power ETF made up 0.01% of Connecticut Wealth Management's portfolio in Q2 2026, its #320 holding.
Connecticut Wealth Management first reported a position in Invesco Bloomberg Pricing Power ETF in Q2 2019 and has held it in 29 quarters since.
Connecticut Wealth Management's Invesco Bloomberg Pricing Power ETF position peaked at $9.73M in Q4 2021.
72 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.