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 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 $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

ECA

Elevation Capital Advisory Bend, Oregon $235M AUM 17.84% 1-Year Est. Return

DWA

Delos Wealth Advisors Dallas, Texas $175M AUM 19.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JIP

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

Costello Asset Management's POWA Position: Q1 2026 in Review

Costello Asset Management held its Invesco Bloomberg Pricing Power ETF (POWA) position steady in Q1 2026 at 24 shares worth $2.07K. The position accounts for ﹤0.01% of the portfolio, ranked #633.

Costello Asset Management first reported a position in POWA in Q1 2025 and has held it in 5 quarters since. The position peaked at $5K in Q2 2025. 77 funds tracked by Wall St. Rank hold POWA as of Q1 2026.

Costello Asset Management held 24 shares of Invesco Bloomberg Pricing Power ETF worth $2.07K as of Q1 2026.
Costello Asset Management left its Invesco Bloomberg Pricing Power ETF share count unchanged in Q1 2026.
Invesco Bloomberg Pricing Power ETF made up ﹤0.01% of Costello Asset Management's portfolio in Q1 2026, its #633 holding.
Costello Asset Management first reported a position in Invesco Bloomberg Pricing Power ETF in Q1 2025 and has held it in 5 quarters since.
Costello Asset Management's Invesco Bloomberg Pricing Power ETF position peaked at $5K in Q2 2025.
77 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q1 2026.

Based on Costello Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.