EverSource Wealth Advisors’s Invesco Bloomberg Pricing Power ETF POWA Stock Holding History

EverSource Wealth Advisors’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
2025 Q2	–	Sell	-20	Closed	-$1.64K	–	4338
2025 Q1	$1.64K	Hold	20	–	–	﹤0.01%	3013
2024 Q4	$1.63K	Sell	20 -590	-97%	-$50.1K	﹤0.01%	2793
2024 Q3	$51.8K	Sell	610 -903	-60%	-$73K	﹤0.01%	1056
2024 Q2	$123K	Hold	1,513	–	–	0.01%	721
2024 Q1	$113K	Buy	+1,513	New	+$113K	0.01%	670

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

DWA

Delos Wealth Advisors Dallas, Texas $195M AUM 23.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JIP

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

EverSource Wealth Advisors's POWA Position: Q2 2025 in Review

EverSource Wealth Advisors sold out of Invesco Bloomberg Pricing Power ETF (POWA) in Q2 2025, closing a stake of 20 shares — an estimated $1.64K sold.

EverSource Wealth Advisors first reported a position in POWA in Q1 2024 and held it in 5 quarters. The position peaked at $123K in Q2 2024. 71 funds tracked by Wall St. Rank hold POWA as of Q2 2025.

EverSource Wealth Advisors reported no remaining Invesco Bloomberg Pricing Power ETF position as of Q2 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 20 Invesco Bloomberg Pricing Power ETF shares in Q2 2025, an estimated $1.64K.
EverSource Wealth Advisors first reported a position in Invesco Bloomberg Pricing Power ETF in Q1 2024 and held it in 5 quarters.
EverSource Wealth Advisors's Invesco Bloomberg Pricing Power ETF position peaked at $123K in Q2 2024.
71 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q2 2025.

Based on EverSource Wealth Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.