S.A. Mason’s Invesco Bloomberg Pricing Power ETF POWA Stock Holding History

S.A. Mason’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	$125K	Hold	1,450	–	–	0.05%	243
2025 Q4	$130K	Hold	1,450	–	–	0.05%	236
2025 Q3	$131K	Hold	1,450	–	–	0.06%	226
2025 Q2	$126K	Hold	1,450	–	–	0.06%	211
2025 Q1	$119K	Hold	1,450	–	–	0.06%	215
2024 Q4	$118K	Hold	1,450	–	–	0.06%	218
2024 Q3	$123K	Hold	1,450	–	–	0.07%	210
2024 Q2	$113K	Hold	1,450	–	–	0.06%	208
2024 Q1	$114K	Hold	1,450	–	–	0.07%	203
2023 Q4	$105K	Hold	1,450	–	–	0.07%	204
2023 Q3	$95K	Hold	1,450	–	–	0.07%	209
2023 Q2	$97.6K	Hold	1,450	–	–	0.07%	210
2023 Q1	$97.6K	Hold	1,450	–	–	0.07%	210
2022 Q4	$96.4K	Buy	1,450 +950	+190%	+$62.7K	0.07%	208
2022 Q3	$30K	Hold	500	–	–	0.02%	278
2022 Q2	$32K	Hold	500	–	–	0.02%	280
2022 Q1	$35K	Hold	500	–	–	0.02%	282
2021 Q4	$37K	Hold	500	–	–	0.02%	273
2021 Q3	$33K	Hold	500	–	–	0.02%	273
2021 Q2	$33K	Hold	500	–	–	0.02%	268
2021 Q1	$31K	Buy	+500	New	+$29.7K	0.02%	263
2020 Q2	–	Sell	-300	Closed	-$13K	–	362
2020 Q1	$13K	Hold	300	–	–	0.02%	297
2019 Q4	$17K	Buy	+300	New	+$16.4K	0.02%	310

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

S.A. Mason's POWA Position: Q1 2026 in Review

S.A. Mason held its Invesco Bloomberg Pricing Power ETF (POWA) position steady in Q1 2026 at 1,450 shares worth $125K. The position accounts for 0.05% of the portfolio, ranked #243.

S.A. Mason first reported a position in POWA in Q4 2019 and has held it in 23 quarters since. The position peaked at $131K in Q3 2025. 77 funds tracked by Wall St. Rank hold POWA as of Q1 2026.

S.A. Mason held 1,450 shares of Invesco Bloomberg Pricing Power ETF worth $125K as of Q1 2026.
S.A. Mason left its Invesco Bloomberg Pricing Power ETF share count unchanged in Q1 2026.
Invesco Bloomberg Pricing Power ETF made up 0.05% of S.A. Mason's portfolio in Q1 2026, its #243 holding.
S.A. Mason first reported a position in Invesco Bloomberg Pricing Power ETF in Q4 2019 and has held it in 23 quarters since.
S.A. Mason's Invesco Bloomberg Pricing Power ETF position peaked at $131K in Q3 2025.
77 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q1 2026.

Based on S.A. Mason's 13F filing for Q1 2026, filed 27 Apr 2026.