Power Wealth Management
TBLL icon

Power Wealth Management’s Invesco Short Term Treasury ETF TBLL Stock Holding History

Power Wealth Management’s Portfolio TBLL Stock Details TBLL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$8.96M Buy
84,877
+1,551
+2% +$164K 3.03% 9
2026
Q2 		$8.8M Sell
83,326
-11
-0% -$1.16K 3.02% 9
2026
Q1 		$8.8M Buy
83,337
+1,009
+1% +$107K 3.27% 9
2025
Q4 		$8.7M Buy
82,328
+2,883
+4% +$305K 3.06% 9
2025
Q3 		$8.39M Sell
79,445
-21,682
-21% -$2.29M 3.06% 9
2025
Q2 		$10.7M Buy
101,127
+429
+0.4% +$45.3K 4.1% 7
2025
Q1 		$10.6M Buy
100,698
+13,706
+16% +$1.45M 4.3% 6
2024
Q4 		$9.19M Buy
86,992
+7,339
+9% +$775K 3.84% 7
2024
Q3 		$8.42M Buy
79,653
+17,280
+28% +$1.83M 3.59% 8
2024
Q2 		$6.58M Buy
62,373
+23,911
+62% +$2.52M 3.14% 9
2024
Q1 		$4.06M Buy
38,462
+3,149
+9% +$332K 2.55% 11
2023
Q4 		$3.73M Buy
+35,313
New +$3.73M 2.59% 13

Other funds holding TBLL

AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
CPR Investments
CPR Investments Rochester, Michigan $134M AUM 22.6% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Convergence Financial
Convergence Financial Columbia, Missouri $714M AUM 18.32% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Clear Retirement Advice
Clear Retirement Advice San Mateo, California $149M AUM 10.26% 1-Year Est. Return
First Horizon Corporation
First Horizon Corporation Memphis, Tennessee $2.62B AUM 17.6% 1-Year Est. Return
Quaker Wealth Management
Quaker Wealth Management Moorestown, New Jersey $341M AUM 9.06% 1-Year Est. Return
Old Port Advisors
Old Port Advisors Portland, Maine $500M AUM 40.17% 1-Year Est. Return
Sunrise Financial Services
Sunrise Financial Services Burien, Washington $180M AUM 18.87% 1-Year Est. Return

Power Wealth Management's TBLL Position: Q3 2026 in Review

Power Wealth Management increased its Invesco Short Term Treasury ETF (TBLL) stake by 1.9% in Q3 2026, buying an estimated $164K and bringing the position to 84,877 shares worth $8.96M. The position accounts for 3.03% of the portfolio, ranked #9.

Power Wealth Management first reported a position in TBLL in Q4 2023 and has held it in 12 quarters since. The position peaked at $10.7M in Q2 2025. 38 funds tracked by Wall St. Rank hold TBLL as of Q3 2026.

  • Power Wealth Management held 84,877 shares of Invesco Short Term Treasury ETF worth $8.96M as of Q3 2026.
  • Power Wealth Management bought 1,551 Invesco Short Term Treasury ETF shares in Q3 2026, an estimated $164K.
  • Invesco Short Term Treasury ETF made up 3.03% of Power Wealth Management's portfolio in Q3 2026, its #9 holding.
  • Power Wealth Management first reported a position in Invesco Short Term Treasury ETF in Q4 2023 and has held it in 12 quarters since.
  • Power Wealth Management's Invesco Short Term Treasury ETF position peaked at $10.7M in Q2 2025.
  • 38 funds tracked by Wall St. Rank held Invesco Short Term Treasury ETF as of Q3 2026.

Based on Power Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.