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 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 $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

Guardian Wealth Advisors (North Carolina)'s POWA Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in Invesco Bloomberg Pricing Power ETF (POWA) in Q1 2026: 326 shares worth $28.1K. The stake represents ﹤0.01% of the portfolio and ranks #484 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in POWA as recently as Q2 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in POWA in Q1 2022 and has held it in 15 quarters since. The position peaked at $28.2K in Q2 2025. 77 funds tracked by Wall St. Rank hold POWA as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 326 shares of Invesco Bloomberg Pricing Power ETF worth $28.1K as of Q1 2026.
Invesco Bloomberg Pricing Power ETF was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
Invesco Bloomberg Pricing Power ETF made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #484 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in Invesco Bloomberg Pricing Power ETF in Q1 2022 and has held it in 15 quarters since.
Guardian Wealth Advisors (North Carolina)'s Invesco Bloomberg Pricing Power ETF position peaked at $28.2K in Q2 2025.
77 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.