Partners Wealth Management’s Invesco Bloomberg Pricing Power ETF POWA Stock Holding History

Partners Wealth Management’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	$803K	Hold	9,043	–	–	0.79%	36
2026 Q1	$779K	Sell	9,043 -33	-0.4%	-$3K	0.8%	37
2025 Q4	$816K	Hold	9,076	–	–	0.85%	35
2025 Q3	$822K	Sell	9,076 -300	-3%	-$26.7K	0.81%	35
2025 Q2	$771K	Hold	9,376	–	–	0.88%	38
2025 Q1	$770K	Buy	9,376 +46	+0.5%	+$3.81K	0.87%	38
2024 Q4	$758K	Buy	+9,330	New	+$792K	0.86%	37

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

Partners Wealth Management's POWA Position: Q2 2026 in Review

Partners Wealth Management held its Invesco Bloomberg Pricing Power ETF (POWA) position steady in Q2 2026 at 9,043 shares worth $803K. The position accounts for 0.79% of the portfolio, ranked #36.

Partners Wealth Management first reported a position in POWA in Q4 2024 and has held it in 7 quarters since. The position peaked at $822K in Q3 2025. 73 funds tracked by Wall St. Rank hold POWA as of Q2 2026.

Partners Wealth Management held 9,043 shares of Invesco Bloomberg Pricing Power ETF worth $803K as of Q2 2026.
Partners Wealth Management left its Invesco Bloomberg Pricing Power ETF share count unchanged in Q2 2026.
Invesco Bloomberg Pricing Power ETF made up 0.79% of Partners Wealth Management's portfolio in Q2 2026, its #36 holding.
Partners Wealth Management first reported a position in Invesco Bloomberg Pricing Power ETF in Q4 2024 and has held it in 7 quarters since.
Partners Wealth Management's Invesco Bloomberg Pricing Power ETF position peaked at $822K in Q3 2025.
73 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q2 2026.

Based on Partners Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.