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SOA Wealth Advisors’s Invesco Bloomberg Pricing Power ETF POWA Stock Holding History

SOA Wealth Advisors’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
Q2 		– Sell
-6
Closed -$468 – 920
2025
Q1 		$468 Buy
+6
New +$498 ﹤0.01% 787

Other funds holding POWA

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Commonwealth Equity Services
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SOA Wealth Advisors's POWA Position: Q2 2025 in Review

SOA Wealth Advisors sold out of Invesco Bloomberg Pricing Power ETF (POWA) in Q2 2025, closing a stake of 6 shares — an estimated $468 sold.

SOA Wealth Advisors first reported a position in POWA in Q1 2025 and held it in 1 quarter. The position peaked at $468 in Q1 2025. 71 funds tracked by Wall St. Rank hold POWA as of Q2 2025.

  • SOA Wealth Advisors reported no remaining Invesco Bloomberg Pricing Power ETF position as of Q2 2025 after selling out during the quarter.
  • SOA Wealth Advisors sold 6 Invesco Bloomberg Pricing Power ETF shares in Q2 2025, an estimated $468.
  • SOA Wealth Advisors first reported a position in Invesco Bloomberg Pricing Power ETF in Q1 2025 and held it in 1 quarter.
  • SOA Wealth Advisors's Invesco Bloomberg Pricing Power ETF position peaked at $468 in Q1 2025.
  • 71 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q2 2025.

Based on SOA Wealth Advisors's 13F filing for Q2 2025, filed 18 Jul 2025.