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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
Q2 		$204K Buy
+2,300
New +$202K 0.01% 308
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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

NFP Retirement Inc's POWA Position: Q2 2026 in Review

NFP Retirement Inc opened a new position in Invesco Bloomberg Pricing Power ETF (POWA) in Q2 2026: 2,300 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #308 among its holdings. This is a return to the name: NFP Retirement Inc previously reported a position in POWA as recently as Q4 2025.

NFP Retirement Inc first reported a position in POWA in Q3 2025 and has held it in 3 quarters since. The position peaked at $208K in Q3 2025. 73 funds tracked by Wall St. Rank hold POWA as of Q2 2026.

  • NFP Retirement Inc held 2,300 shares of Invesco Bloomberg Pricing Power ETF worth $204K as of Q2 2026.
  • Invesco Bloomberg Pricing Power ETF was a new NFP Retirement Inc position in Q2 2026.
  • Invesco Bloomberg Pricing Power ETF made up 0.01% of NFP Retirement Inc's portfolio in Q2 2026, its #308 holding.
  • NFP Retirement Inc first reported a position in Invesco Bloomberg Pricing Power ETF in Q3 2025 and has held it in 3 quarters since.
  • NFP Retirement Inc's Invesco Bloomberg Pricing Power ETF position peaked at $208K in Q3 2025.
  • 73 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.