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

SteelPeak Wealth’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	$292K	Hold	3,289	–	–	0.01%	536
2026 Q1	$283K	Hold	3,289	–	–	0.01%	466
2025 Q4	$296K	Hold	3,289	–	–	0.01%	434
2025 Q3	$298K	Hold	3,289	–	–	0.01%	466
2025 Q2	$285K	Hold	3,289	–	–	0.01%	432
2025 Q1	$270K	Buy	+3,289	New	+$273K	0.01%	437

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

SteelPeak Wealth's POWA Position: Q2 2026 in Review

SteelPeak Wealth held its Invesco Bloomberg Pricing Power ETF (POWA) position steady in Q2 2026 at 3,289 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #536.

SteelPeak Wealth first reported a position in POWA in Q1 2025 and has held it in 6 quarters since. The position peaked at $298K in Q3 2025. 73 funds tracked by Wall St. Rank hold POWA as of Q2 2026.

SteelPeak Wealth held 3,289 shares of Invesco Bloomberg Pricing Power ETF worth $292K as of Q2 2026.
SteelPeak Wealth left its Invesco Bloomberg Pricing Power ETF share count unchanged in Q2 2026.
Invesco Bloomberg Pricing Power ETF made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #536 holding.
SteelPeak Wealth first reported a position in Invesco Bloomberg Pricing Power ETF in Q1 2025 and has held it in 6 quarters since.
SteelPeak Wealth's Invesco Bloomberg Pricing Power ETF position peaked at $298K in Q3 2025.
73 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.