J.W. Cole Advisors’s Invesco Bloomberg Pricing Power ETF POWA Stock Holding History

J.W. Cole Advisors’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	$204K	Buy	+2,302	New	+$202K	﹤0.01%	1495
2026 Q1	–	Sell	-2,395	Closed	-$215K	–	1303
2025 Q4	$215K	Sell	2,395 -116	-5%	-$10.5K	0.01%	1270
2025 Q3	$227K	Hold	2,511	–	–	﹤0.01%	1382
2025 Q2	$217K	Sell	2,511 -70	-3%	-$5.8K	﹤0.01%	1323
2025 Q1	$212K	Buy	+2,581	New	+$214K	0.01%	1121

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

J.W. Cole Advisors's POWA Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Invesco Bloomberg Pricing Power ETF (POWA) in Q2 2026: 2,302 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #1495 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in POWA as recently as Q4 2025.

J.W. Cole Advisors first reported a position in POWA in Q1 2025 and has held it in 5 quarters since. The position peaked at $227K in Q3 2025. 73 funds tracked by Wall St. Rank hold POWA as of Q2 2026.

J.W. Cole Advisors held 2,302 shares of Invesco Bloomberg Pricing Power ETF worth $204K as of Q2 2026.
Invesco Bloomberg Pricing Power ETF was a new J.W. Cole Advisors position in Q2 2026.
Invesco Bloomberg Pricing Power ETF made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1495 holding.
J.W. Cole Advisors first reported a position in Invesco Bloomberg Pricing Power ETF in Q1 2025 and has held it in 5 quarters since.
J.W. Cole Advisors's Invesco Bloomberg Pricing Power ETF position peaked at $227K in Q3 2025.
73 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.