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
2026 Q2	$72.3K	Buy	+813	New	+$71.3K	﹤0.01%	2278
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 $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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

Global Retirement Partners's POWA Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Invesco Bloomberg Pricing Power ETF (POWA) in Q2 2026: 813 shares worth $72.3K. The stake represents ﹤0.01% of the portfolio and ranks #2278 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in POWA as recently as Q4 2025.

Global Retirement Partners first reported a position in POWA in Q2 2021 and has held it in 18 quarters since. The position peaked at $201K in Q1 2024. 72 funds tracked by Wall St. Rank hold POWA as of Q2 2026.

Global Retirement Partners held 813 shares of Invesco Bloomberg Pricing Power ETF worth $72.3K as of Q2 2026.
Invesco Bloomberg Pricing Power ETF was a new Global Retirement Partners position in Q2 2026.
Invesco Bloomberg Pricing Power ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2278 holding.
Global Retirement Partners first reported a position in Invesco Bloomberg Pricing Power ETF in Q2 2021 and has held it in 18 quarters since.
Global Retirement Partners's Invesco Bloomberg Pricing Power ETF position peaked at $201K in Q1 2024.
72 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.