Global Retirement Partners’s Invesco Bloomberg Pricing Power ETF POWA Stock Holding History

Global Retirement Partners’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 Q4	$118K	Buy	1,313 +3	+0.2%	+$272	﹤0.01%	1809
2025 Q3	$119K	Hold	1,310	–	–	﹤0.01%	1445
2025 Q2	$113K	Buy	+1,310	New	+$109K	﹤0.01%	1372
2024 Q4	$73.1K	Hold	900	–	–	﹤0.01%	1429
2024 Q3	$76.4K	Hold	900	–	–	﹤0.01%	1357
2024 Q2	$69.9K	Sell	900 -1,656	-65%	-$127K	﹤0.01%	1358
2024 Q1	$201K	Hold	2,556	–	–	0.01%	790
2023 Q4	$184K	Buy	2,556 +400	+19%	+$27.1K	0.01%	785
2023 Q3	$141K	Hold	2,156	–	–	0.01%	808
2023 Q2	$149K	Hold	2,156	–	–	0.01%	800
2023 Q1	$144K	Buy	2,156 +500	+30%	+$33.5K	0.01%	790
2022 Q4	$110K	Hold	1,656	–	–	0.01%	781
2022 Q3	$109K	Buy	1,656 +7	+0.4%	+$461	0.01%	749
2022 Q2	$105K	Hold	1,649	–	–	0.01%	724
2022 Q1	$109K	Buy	+1,649	New	+$114K	0.01%	729
2021 Q4	–	Sell	-1,649	Closed	-$109K	–	1374
2021 Q3	$109K	Hold	1,649	–	–	0.01%	624
2021 Q2	$109K	Buy	+1,649	New	+$106K	0.01%	612

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

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

DWA

Delos Wealth Advisors Dallas, Texas $175M AUM 19.35% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Global Retirement Partners's POWA Position: Q4 2025 in Review

Global Retirement Partners increased its Invesco Bloomberg Pricing Power ETF (POWA) stake by 0.23% in Q4 2025, buying an estimated $272 and bringing the position to 1,313 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #1809.

Global Retirement Partners first reported a position in POWA in Q2 2021 and has held it in 17 quarters since. The position peaked at $201K in Q1 2024. 74 funds tracked by Wall St. Rank hold POWA as of Q4 2025.

Global Retirement Partners held 1,313 shares of Invesco Bloomberg Pricing Power ETF worth $118K as of Q4 2025.
Global Retirement Partners bought 3 Invesco Bloomberg Pricing Power ETF shares in Q4 2025, an estimated $272.
Invesco Bloomberg Pricing Power ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1809 holding.
Global Retirement Partners first reported a position in Invesco Bloomberg Pricing Power ETF in Q2 2021 and has held it in 17 quarters since.
Global Retirement Partners's Invesco Bloomberg Pricing Power ETF position peaked at $201K in Q1 2024.
74 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.