North Capital’s Invesco Bloomberg Pricing Power ETF POWA Stock Holding History

North Capital’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
2025 Q4	–	Sell	-53	Closed	-$4.8K	–	535
2025 Q3	$4.8K	Buy	53 +1	+2%	+$89	﹤0.01%	448
2025 Q2	$4.5K	Buy	52 +5	+11%	+$414	﹤0.01%	451
2025 Q1	$3.86K	Buy	+47	New	+$3.9K	﹤0.01%	454

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

DWA

Delos Wealth Advisors Dallas, Texas $175M AUM 19.35% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

North Capital's POWA Position: Q4 2025 in Review

North Capital sold out of Invesco Bloomberg Pricing Power ETF (POWA) in Q4 2025, closing a stake of 53 shares — an estimated $4.8K sold.

North Capital first reported a position in POWA in Q1 2025 and held it in 3 quarters. The position peaked at $4.8K in Q3 2025. 74 funds tracked by Wall St. Rank hold POWA as of Q4 2025.

North Capital reported no remaining Invesco Bloomberg Pricing Power ETF position as of Q4 2025 after selling out during the quarter.
North Capital sold 53 Invesco Bloomberg Pricing Power ETF shares in Q4 2025, an estimated $4.8K.
North Capital first reported a position in Invesco Bloomberg Pricing Power ETF in Q1 2025 and held it in 3 quarters.
North Capital's Invesco Bloomberg Pricing Power ETF position peaked at $4.8K in Q3 2025.
74 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q4 2025.

Based on North Capital's 13F filing for Q4 2025, filed 18 Feb 2026.