NFP Retirement Inc’s Invesco Bloomberg Pricing Power ETF POWA Stock Holding History

NFP Retirement Inc’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	–	Sell	-2,300	Closed	-$207K	–	321
2025 Q4	$207K	Hold	2,300	–	–	0.01%	293
2025 Q3	$208K	Buy	+2,300	New	+$205K	0.01%	289

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

NFP Retirement Inc's POWA Position: Q1 2026 in Review

NFP Retirement Inc sold out of Invesco Bloomberg Pricing Power ETF (POWA) in Q1 2026, closing a stake of 2,300 shares — an estimated $207K sold.

NFP Retirement Inc first reported a position in POWA in Q3 2025 and held it in 2 quarters. The position peaked at $208K in Q3 2025. 77 funds tracked by Wall St. Rank hold POWA as of Q1 2026.

NFP Retirement Inc reported no remaining Invesco Bloomberg Pricing Power ETF position as of Q1 2026 after selling out during the quarter.
NFP Retirement Inc sold 2,300 Invesco Bloomberg Pricing Power ETF shares in Q1 2026, an estimated $207K.
NFP Retirement Inc first reported a position in Invesco Bloomberg Pricing Power ETF in Q3 2025 and held it in 2 quarters.
NFP Retirement Inc's Invesco Bloomberg Pricing Power ETF position peaked at $208K in Q3 2025.
77 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.