Guardian Wealth Advisors (North Carolina)’s Invesco Bloomberg Pricing Power ETF POWA Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	–	Sell	-326	Closed	-$28.1K	–	532
2026 Q1	$28.1K	Buy	+326	New	+$29.7K	﹤0.01%	484
2025 Q3	–	Sell	-326	Closed	-$28.2K	–	490
2025 Q2	$28.2K	Hold	326	–	–	﹤0.01%	436
2025 Q1	$26.8K	Hold	326	–	–	﹤0.01%	421
2024 Q4	$26.5K	Hold	326	–	–	﹤0.01%	401
2024 Q3	$27.7K	Hold	326	–	–	﹤0.01%	339
2024 Q2	$25.3K	Hold	326	–	–	﹤0.01%	332
2024 Q1	$25.6K	Hold	326	–	–	﹤0.01%	352
2023 Q4	$23.6K	Hold	326	–	–	﹤0.01%	343
2023 Q3	$21.4K	Hold	326	–	–	﹤0.01%	332
2023 Q2	$22.6K	Hold	326	–	–	﹤0.01%	317
2023 Q1	$21.9K	Hold	326	–	–	﹤0.01%	311
2022 Q4	$21.7K	Buy	326 +89	+38%	+$5.87K	﹤0.01%	291
2022 Q3	$14K	Buy	237 +90	+61%	+$5.92K	﹤0.01%	279
2022 Q2	$9K	Buy	147 +88	+149%	+$5.9K	﹤0.01%	293
2022 Q1	$4K	Buy	+59	New	+$4.07K	﹤0.01%	231

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

Guardian Wealth Advisors (North Carolina)'s POWA Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of Invesco Bloomberg Pricing Power ETF (POWA) in Q2 2026, closing a stake of 326 shares — an estimated $28.1K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in POWA in Q1 2022 and held it in 15 quarters. The position peaked at $28.2K in Q2 2025. 72 funds tracked by Wall St. Rank hold POWA as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining Invesco Bloomberg Pricing Power ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 326 Invesco Bloomberg Pricing Power ETF shares in Q2 2026, an estimated $28.1K.
Guardian Wealth Advisors (North Carolina) first reported a position in Invesco Bloomberg Pricing Power ETF in Q1 2022 and held it in 15 quarters.
Guardian Wealth Advisors (North Carolina)'s Invesco Bloomberg Pricing Power ETF position peaked at $28.2K in Q2 2025.
72 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.