Sigma Planning Corp’s Invesco Bloomberg Pricing Power ETF POWA Stock Holding History

Sigma Planning Corp’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	$715K	Sell	8,052 -1,330	-14%	-$117K	0.02%	738
2026 Q1	$808K	Sell	9,382 -755	-7%	-$68.7K	0.02%	656
2025 Q4	$912K	Sell	10,137 -225	-2%	-$20.4K	0.03%	564
2025 Q3	$938K	Sell	10,362 -935	-8%	-$83.1K	0.03%	555
2025 Q2	$978K	Sell	11,297 -1,090	-9%	-$90.3K	0.03%	510
2025 Q1	$1.02M	Buy	12,387 +2,285	+23%	+$190K	0.03%	489
2024 Q4	$821K	Buy	10,102 +1,375	+16%	+$117K	0.03%	562
2024 Q3	$741K	Buy	8,727 +3,575	+69%	+$289K	0.02%	597
2024 Q2	$400K	Buy	+5,152	New	+$396K	0.01%	815
2022 Q4	–	Sell	-6,772	Closed	-$408K	–	1322
2022 Q3	$408K	Buy	6,772 +3,421	+102%	+$225K	0.02%	814
2022 Q2	$213K	Sell	3,351 -1,728	-34%	-$116K	0.01%	1138
2022 Q1	$357K	Buy	5,079 +28	+0.6%	+$1.93K	0.01%	982
2021 Q4	$369K	Buy	5,051 +160	+3%	+$11.2K	0.01%	979
2021 Q3	$323K	Buy	+4,891	New	+$334K	0.01%	1021

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

Sigma Planning Corp's POWA Position: Q2 2026 in Review

Sigma Planning Corp reduced its Invesco Bloomberg Pricing Power ETF (POWA) stake by 14% in Q2 2026, selling an estimated $117K and leaving 8,052 shares worth $715K. The position accounts for 0.02% of the portfolio, ranked #738.

Sigma Planning Corp first reported a position in POWA in Q3 2021 and has held it in 14 quarters since. The position peaked at $1.02M in Q1 2025. 73 funds tracked by Wall St. Rank hold POWA as of Q2 2026.

Sigma Planning Corp held 8,052 shares of Invesco Bloomberg Pricing Power ETF worth $715K as of Q2 2026.
Sigma Planning Corp sold 1,330 Invesco Bloomberg Pricing Power ETF shares in Q2 2026, an estimated $117K.
Invesco Bloomberg Pricing Power ETF made up 0.02% of Sigma Planning Corp's portfolio in Q2 2026, its #738 holding.
Sigma Planning Corp first reported a position in Invesco Bloomberg Pricing Power ETF in Q3 2021 and has held it in 14 quarters since.
Sigma Planning Corp's Invesco Bloomberg Pricing Power ETF position peaked at $1.02M in Q1 2025.
73 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.