Financial Services Advisory’s Invesco Bloomberg Pricing Power ETF POWA Stock Holding History

Financial Services Advisory’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	–	Sell	-1,302	Closed	-$117K	–	69
2025 Q4	$117K	Buy	+1,302	New	+$118K	0.04%	64
2023 Q4	–	Sell	-3,800	Closed	-$249K	–	59
2023 Q3	$249K	Sell	3,800 -1,974	-34%	-$135K	0.12%	45
2023 Q2	$400K	Buy	5,774 +158	+3%	+$10.6K	0.17%	38
2023 Q1	$378K	Buy	5,616 +1,880	+50%	+$126K	0.25%	29
2022 Q4	$248K	Buy	+3,736	New	+$247K	0.16%	28
2022 Q2	–	Sell	-3,031	Closed	-$213K	–	23
2022 Q1	$213K	Sell	3,031 -1,252	-29%	-$86.4K	0.33%	26
2021 Q4	$313K	Buy	+4,283	New	+$299K	0.1%	43
2019 Q4	–	Sell	-7,790	Closed	-$422K	–	34
2019 Q3	$422K	Buy	+7,790	New	+$416K	0.28%	21
2018 Q4	–	Sell	-5,782	Closed	-$289K	–	11
2018 Q3	$289K	Buy	+5,782	New	+$282K	0.19%	16

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

Financial Services Advisory's POWA Position: Q1 2026 in Review

Financial Services Advisory sold out of Invesco Bloomberg Pricing Power ETF (POWA) in Q1 2026, closing a stake of 1,302 shares — an estimated $117K sold.

Financial Services Advisory first reported a position in POWA in Q3 2018 and held it in 9 quarters. The position peaked at $422K in Q3 2019. 77 funds tracked by Wall St. Rank hold POWA as of Q1 2026.

Financial Services Advisory reported no remaining Invesco Bloomberg Pricing Power ETF position as of Q1 2026 after selling out during the quarter.
Financial Services Advisory sold 1,302 Invesco Bloomberg Pricing Power ETF shares in Q1 2026, an estimated $117K.
Financial Services Advisory first reported a position in Invesco Bloomberg Pricing Power ETF in Q3 2018 and held it in 9 quarters.
Financial Services Advisory's Invesco Bloomberg Pricing Power ETF position peaked at $422K in Q3 2019.
77 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q1 2026.

Based on Financial Services Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.