LPL Financial
POWA icon

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

LPL Financial’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 		$23.8M Buy
268,417
+101
+0% +$8.86K 0.01% 1462
2026
Q1 		$23.1M Sell
268,316
-447
-0.2% -$40.7K 0.01% 1364
2025
Q4 		$24.2M Buy
268,763
+3,835
+1% +$347K 0.01% 1283
2025
Q3 		$24M Buy
264,928
+9,695
+4% +$862K 0.01% 1246
2025
Q2 		$22.1M Sell
255,233
-9,387
-4% -$778K 0.01% 1195
2025
Q1 		$21.7M Buy
264,620
+1,829
+0.7% +$152K 0.01% 1105
2024
Q4 		$21.4M Buy
262,791
+14,689
+6% +$1.25M 0.01% 1048
2024
Q3 		$21.1M Sell
248,102
-92,725
-27% -$7.49M 0.01% 1023
2024
Q2 		$26.5M Buy
340,827
+80,072
+31% +$6.16M 0.01% 840
2024
Q1 		$20.5M Sell
260,755
-6,482
-2% -$485K 0.01% 937
2023
Q4 		$19.3M Buy
267,237
+8,562
+3% +$581K 0.01% 898
2023
Q3 		$16.9M Sell
258,675
-47,181
-15% -$3.23M 0.01% 875
2023
Q2 		$21.2M Buy
305,856
+64,756
+27% +$4.35M 0.02% 765
2023
Q1 		$16.2M Sell
241,100
-37,266
-13% -$2.49M 0.01% 854
2022
Q4 		$18.5M Buy
278,366
+74,907
+37% +$4.94M 0.02% 741
2022
Q3 		$12.2M Buy
203,459
+7,889
+4% +$519K 0.01% 857
2022
Q2 		$12.4M Sell
195,570
-3,074
-2% -$206K 0.01% 856
2022
Q1 		$14M Sell
198,644
-51,190
-20% -$3.53M 0.01% 817
2021
Q4 		$18.3M Buy
249,834
+68,095
+37% +$4.75M 0.02% 717
2021
Q3 		$12M Buy
181,739
+25,716
+16% +$1.75M 0.01% 855
2021
Q2 		$10.3M Buy
156,023
+7,633
+5% +$491K 0.01% 896
2021
Q1 		$9.07M Buy
148,390
+4,214
+3% +$250K 0.01% 873
2020
Q4 		$8.53M Sell
144,176
-36,159
-20% -$2.08M 0.01% 825
2020
Q3 		$10M Sell
180,335
-29,090
-14% -$1.59M 0.02% 646
2020
Q2 		$10.8M Buy
209,425
+146,858
+235% +$7.25M 0.02% 564
2020
Q1 		$2.8M Buy
62,567
+13,014
+26% +$693K 0.01% 1005
2019
Q4 		$2.76M Buy
49,553
+346
+0.7% +$18.9K 0.01% 1155
2019
Q3 		$2.67M Buy
49,207
+2,854
+6% +$152K 0.01% 1090
2019
Q2 		$2.45M Sell
46,353
-141,119
-75% -$7.22M 0.01% 1135
2019
Q1 		$9.36M Buy
187,472
+11,412
+6% +$545K 0.02% 526
2018
Q4 		$7.75M Buy
176,060
+24,909
+16% +$1.18M 0.02% 538
2018
Q3 		$7.57M Buy
151,151
+884
+0.6% +$43.1K 0.02% 588
2018
Q2 		$6.98M Buy
150,267
+2,392
+2% +$111K 0.02% 587
2018
Q1 		$6.86M Buy
147,875
+15,374
+12% +$724K 0.02% 576
2017
Q4 		$6.16M Buy
132,501
+17,834
+16% +$818K 0.02% 578
2017
Q3 		$5.06M Buy
114,667
+4,546
+4% +$196K 0.02% 589
2017
Q2 		$4.7M Buy
110,121
+2,709
+3% +$114K 0.02% 574
2017
Q1 		$4.42M Sell
107,412
-1,485
-1% -$60.1K 0.03% 467
2016
Q4 		$4.25M Buy
108,897
+11,232
+12% +$436K 0.03% 468
2016
Q3 		$3.73M Sell
97,665
-2,552
-3% -$100K 0.04% 489
2016
Q2 		$3.94M Sell
100,217
-122,821
-55% -$4.6M 0.03% 453
2016
Q1 		$8.18M Sell
223,038
-22,838
-9% -$794K 0.02% 502
2015
Q4 		$8.55M Buy
245,876
+107,930
+78% +$3.89M 0.02% 499
2015
Q3 		$4.99M Sell
137,946
-37,232
-21% -$1.36M 0.03% 462
2015
Q2 		$6.51M Sell
175,178
-10,374
-6% -$401K 0.03% 419
2015
Q1 		$7.16M Buy
185,552
+44,907
+32% +$1.73M 0.04% 392
2014
Q4 		$5.3M Buy
140,645
+15,097
+12% +$574K 0.03% 464
2014
Q3 		$4.69M Buy
125,548
+14,790
+13% +$564K 0.03% 482
2014
Q2 		$4.2M Buy
110,758
+28,244
+34% +$1.03M 0.02% 547
2014
Q1 		$2.9M Buy
82,514
+2,049
+3% +$69.4K 0.02% 660
2013
Q4 		$2.75M Buy
80,465
+16,802
+26% +$575K 0.02% 674
2013
Q3 		$2.14M Buy
63,663
+20,298
+47% +$674K 0.01% 749
2013
Q2 		$1.41M Buy
+43,365
New +$1.43M 0.01% 914

Other funds holding POWA

Mercer Global Advisors
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
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AC
Avant Capital Lafayette, Louisiana $160M AUM 24.2% 1-Year Est. Return

LPL Financial's POWA Position: Q2 2026 in Review

LPL Financial increased its Invesco Bloomberg Pricing Power ETF (POWA) stake by 0.04% in Q2 2026, buying an estimated $8.86K and bringing the position to 268,417 shares worth $23.8M. The position accounts for 0.01% of the portfolio, ranked #1462.

LPL Financial first reported a position in POWA in Q2 2013 and has held it in 53 quarters since. The position peaked at $26.5M in Q2 2024. 73 funds tracked by Wall St. Rank hold POWA as of Q2 2026.

  • LPL Financial held 268,417 shares of Invesco Bloomberg Pricing Power ETF worth $23.8M as of Q2 2026.
  • LPL Financial bought 101 Invesco Bloomberg Pricing Power ETF shares in Q2 2026, an estimated $8.86K.
  • Invesco Bloomberg Pricing Power ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1462 holding.
  • LPL Financial first reported a position in Invesco Bloomberg Pricing Power ETF in Q2 2013 and has held it in 53 quarters since.
  • LPL Financial's Invesco Bloomberg Pricing Power ETF position peaked at $26.5M in Q2 2024.
  • 73 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.