Creative Planning’s Invesco Bloomberg Pricing Power ETF POWA Stock Holding History

Creative Planning’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	$4.32M	Sell	48,607 -4,173	-8%	-$366K	﹤0.01%	1523
2026 Q1	$4.55M	Sell	52,780 -4,242	-7%	-$386K	﹤0.01%	1283
2025 Q4	$5.13M	Sell	57,022 -1,297	-2%	-$117K	﹤0.01%	992
2025 Q3	$5.28M	Sell	58,319 -547	-0.9%	-$48.6K	﹤0.01%	848
2025 Q2	$5.1M	Sell	58,866 -3,177	-5%	-$263K	﹤0.01%	748
2025 Q1	$5.1M	Sell	62,043 -2,832	-4%	-$235K	﹤0.01%	700
2024 Q4	$5.27M	Sell	64,875 -9,059	-12%	-$769K	0.01%	643
2024 Q3	$6.28M	Sell	73,934 -4,784	-6%	-$386K	0.01%	570
2024 Q2	$6.11M	Sell	78,718 -14,965	-16%	-$1.15M	0.01%	551
2024 Q1	$7.35M	Sell	93,683 -30,246	-24%	-$2.26M	0.01%	488
2023 Q4	$8.97M	Buy	123,929 +8,822	+8%	+$599K	0.02%	406
2023 Q3	$7.54M	Buy	+115,107	New	+$7.87M	0.01%	421
2022 Q4	–	Sell	-3,688	Closed	-$222K	–	2581
2022 Q3	$222K	Hold	3,688	–	–	﹤0.01%	1843
2022 Q2	$235K	Buy	+3,688	New	+$247K	﹤0.01%	1782
2017 Q3	–	Sell	-1,611	Closed	-$69K	–	3231
2017 Q2	$69K	Buy	1,611 +30	+2%	+$1.26K	﹤0.01%	2265
2017 Q1	$65K	Hold	1,581	–	–	﹤0.01%	2277
2016 Q4	$62K	Hold	1,581	–	–	﹤0.01%	2213
2016 Q3	$62K	Sell	1,581 -525	-25%	-$20.7K	﹤0.01%	2183
2016 Q2	$83K	Hold	2,106	–	–	﹤0.01%	1796
2016 Q1	$78K	Buy	2,106 +525	+33%	+$18.3K	﹤0.01%	1786
2015 Q4	$55K	Hold	1,581	–	–	﹤0.01%	2044
2015 Q3	$55K	Buy	+1,581	New	+$57.7K	﹤0.01%	1979
2015 Q2	–	Sell	-2,016	Closed	-$78K	–	2501
2015 Q1	$78K	Sell	2,016 -184	-8%	-$7.08K	﹤0.01%	1717
2014 Q4	$83K	Buy	2,200 +184	+9%	+$7K	﹤0.01%	1648
2014 Q3	$76K	Buy	2,016 +340	+20%	+$13K	﹤0.01%	1652
2014 Q2	$64K	Buy	1,676 +670	+67%	+$24.5K	﹤0.01%	1715
2014 Q1	$35K	Buy	+1,006	New	+$34.1K	﹤0.01%	2035
2013 Q3	–	Sell	-3,000	Closed	-$98K	–	3320
2013 Q2	$98K	Buy	+3,000	New	+$98.7K	﹤0.01%	1003

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

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

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

Creative Planning's POWA Position: Q2 2026 in Review

Creative Planning reduced its Invesco Bloomberg Pricing Power ETF (POWA) stake by 7.9% in Q2 2026, selling an estimated $366K and leaving 48,607 shares worth $4.32M. The position accounts for ﹤0.01% of the portfolio, ranked #1523.

Creative Planning first reported a position in POWA in Q2 2013 and has held it in 28 quarters since. The position peaked at $8.97M in Q4 2023. 73 funds tracked by Wall St. Rank hold POWA as of Q2 2026.

Creative Planning held 48,607 shares of Invesco Bloomberg Pricing Power ETF worth $4.32M as of Q2 2026.
Creative Planning sold 4,173 Invesco Bloomberg Pricing Power ETF shares in Q2 2026, an estimated $366K.
Invesco Bloomberg Pricing Power ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1523 holding.
Creative Planning first reported a position in Invesco Bloomberg Pricing Power ETF in Q2 2013 and has held it in 28 quarters since.
Creative Planning's Invesco Bloomberg Pricing Power ETF position peaked at $8.97M in Q4 2023.
73 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.