Level Four Advisory Services’s Invesco Bloomberg Pricing Power ETF POWA Stock Holding History

Level Four Advisory Services’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	$422K	Sell	4,750 -123	-3%	-$10.8K	0.01%	660
2026 Q1	$420K	Sell	4,873 -187	-4%	-$17K	0.01%	629
2025 Q4	$455K	Hold	5,060	–	–	0.01%	594
2025 Q3	$458K	Hold	5,060	–	–	0.02%	579
2025 Q2	$438K	Sell	5,060 -541	-10%	-$44.8K	0.02%	556
2025 Q1	$460K	Hold	5,601	–	–	0.02%	522
2024 Q4	$455K	Hold	5,601	–	–	0.02%	519
2024 Q3	$464K	Sell	5,601 -127	-2%	-$10.3K	0.02%	527
2024 Q2	$445K	Sell	5,728 -333	-5%	-$25.6K	0.02%	514
2024 Q1	$439K	Hold	6,061	–	–	0.02%	513
2023 Q4	$439K	Sell	6,061 -240	-4%	-$16.3K	0.02%	510
2023 Q3	$413K	Hold	6,301	–	–	0.03%	498
2023 Q2	$436K	Hold	6,301	–	–	0.03%	519
2023 Q1	$424K	Hold	6,301	–	–	0.03%	470
2022 Q4	$419K	Sell	6,301 -214	-3%	-$14.1K	0.03%	430
2022 Q3	$392K	Buy	6,515 +43	+0.7%	+$2.83K	0.04%	362
2022 Q2	$412K	Sell	6,472 -30	-0.5%	-$2.01K	0.04%	371
2022 Q1	$458K	Sell	6,502 -2,994	-32%	-$207K	0.04%	415
2021 Q4	$694K	Sell	9,496 -540	-5%	-$37.7K	0.05%	320
2021 Q3	$663K	Buy	10,036 +502	+5%	+$34.3K	0.07%	250
2021 Q2	$628K	Sell	9,534 -1,878	-16%	-$121K	0.04%	346
2021 Q1	$697K	Sell	11,412 -67	-0.6%	-$3.98K	0.05%	318
2020 Q4	$679K	Buy	11,479 +2	+0%	+$115	0.05%	308
2020 Q3	$638K	Sell	11,477 -601	-5%	-$32.9K	0.05%	307
2020 Q2	$626K	Buy	+12,078	New	+$597K	0.05%	329

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

Level Four Advisory Services's POWA Position: Q2 2026 in Review

Level Four Advisory Services reduced its Invesco Bloomberg Pricing Power ETF (POWA) stake by 2.5% in Q2 2026, selling an estimated $10.8K and leaving 4,750 shares worth $422K. The position accounts for 0.01% of the portfolio, ranked #660.

Level Four Advisory Services first reported a position in POWA in Q2 2020 and has held it in 25 quarters since. The position peaked at $697K in Q1 2021. 73 funds tracked by Wall St. Rank hold POWA as of Q2 2026.

Level Four Advisory Services held 4,750 shares of Invesco Bloomberg Pricing Power ETF worth $422K as of Q2 2026.
Level Four Advisory Services sold 123 Invesco Bloomberg Pricing Power ETF shares in Q2 2026, an estimated $10.8K.
Invesco Bloomberg Pricing Power ETF made up 0.01% of Level Four Advisory Services's portfolio in Q2 2026, its #660 holding.
Level Four Advisory Services first reported a position in Invesco Bloomberg Pricing Power ETF in Q2 2020 and has held it in 25 quarters since.
Level Four Advisory Services's Invesco Bloomberg Pricing Power ETF position peaked at $697K in Q1 2021.
73 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.