Costello Asset Management’s Invesco Bloomberg Pricing Power ETF POWA Stock Holding History

Costello Asset 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	–	Sell	-24	Closed	-$2.07K	–	719
2026 Q1	$2.07K	Hold	24	–	–	﹤0.01%	633
2025 Q4	$2.16K	Hold	24	–	–	﹤0.01%	635
2025 Q3	$2.15K	Sell	24 -34	-59%	-$3.02K	﹤0.01%	613
2025 Q2	$5K	Hold	58	–	–	﹤0.01%	551
2025 Q1	$4.75K	Buy	+58	New	+$4.81K	﹤0.01%	533

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

Costello Asset Management's POWA Position: Q2 2026 in Review

Costello Asset Management sold out of Invesco Bloomberg Pricing Power ETF (POWA) in Q2 2026, closing a stake of 24 shares — an estimated $2.07K sold.

Costello Asset Management first reported a position in POWA in Q1 2025 and held it in 5 quarters. The position peaked at $5K in Q2 2025. 73 funds tracked by Wall St. Rank hold POWA as of Q2 2026.

Costello Asset Management reported no remaining Invesco Bloomberg Pricing Power ETF position as of Q2 2026 after selling out during the quarter.
Costello Asset Management sold 24 Invesco Bloomberg Pricing Power ETF shares in Q2 2026, an estimated $2.07K.
Costello Asset Management first reported a position in Invesco Bloomberg Pricing Power ETF in Q1 2025 and held it in 5 quarters.
Costello Asset Management's Invesco Bloomberg Pricing Power ETF position peaked at $5K in Q2 2025.
73 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.