Jones Financial Companies’s Invesco Bloomberg Pricing Power ETF POWA Stock Holding History

Jones Financial Companies’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	$62.7K	Sell	709 -443	-38%	-$38.9K	﹤0.01%	3020
2026 Q1	$97.8K	Sell	1,152 -2,009	-64%	-$183K	﹤0.01%	2684
2025 Q4	$284K	Buy	3,161 +840	+36%	+$76.1K	﹤0.01%	1749
2025 Q3	$208K	Sell	2,321 -3	-0.1%	-$267	﹤0.01%	1768
2025 Q2	$200K	Buy	2,324 +135	+6%	+$11.2K	﹤0.01%	1661
2025 Q1	$178K	Buy	2,189 +14	+0.6%	+$1.16K	﹤0.01%	1536
2024 Q4	$177K	Buy	2,175 +2,125	+4,250%	+$180K	﹤0.01%	1411
2024 Q3	$4.23K	Hold	50	–	–	﹤0.01%	2492
2024 Q2	$3.88K	Buy	+50	New	+$3.84K	﹤0.01%	2000

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

Jones Financial Companies's POWA Position: Q2 2026 in Review

Jones Financial Companies reduced its Invesco Bloomberg Pricing Power ETF (POWA) stake by 38% in Q2 2026, selling an estimated $38.9K and leaving 709 shares worth $62.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3020.

Jones Financial Companies first reported a position in POWA in Q2 2024 and has held it in 9 quarters since. The position peaked at $284K in Q4 2025. 73 funds tracked by Wall St. Rank hold POWA as of Q2 2026.

Jones Financial Companies held 709 shares of Invesco Bloomberg Pricing Power ETF worth $62.7K as of Q2 2026.
Jones Financial Companies sold 443 Invesco Bloomberg Pricing Power ETF shares in Q2 2026, an estimated $38.9K.
Invesco Bloomberg Pricing Power ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3020 holding.
Jones Financial Companies first reported a position in Invesco Bloomberg Pricing Power ETF in Q2 2024 and has held it in 9 quarters since.
Jones Financial Companies's Invesco Bloomberg Pricing Power ETF position peaked at $284K in Q4 2025.
73 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.