Symphony Financial Services’s Invesco Bloomberg Pricing Power ETF POWA Stock Holding History

Symphony Financial Services’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	$284K	Sell	3,192 -280	-8%	-$24.6K	0.13%	86
2026 Q1	$299K	Sell	3,472 -425	-11%	-$38.7K	0.15%	78
2025 Q4	$351K	Sell	3,897 -243	-6%	-$22K	0.18%	67
2025 Q3	$375K	Sell	4,140 -38	-0.9%	-$3.38K	0.2%	58
2025 Q2	$362K	Buy	4,178 +100	+2%	+$8.28K	0.22%	55
2025 Q1	$335K	Buy	4,078 +445	+12%	+$36.9K	0.22%	55
2024 Q4	$295K	Sell	3,633 -119	-3%	-$10.1K	0.24%	53
2024 Q3	$318K	Sell	3,752 -100	-3%	-$8.08K	0.27%	53
2024 Q2	$300K	Buy	+3,852	New	+$296K	0.26%	62

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

Symphony Financial Services's POWA Position: Q2 2026 in Review

Symphony Financial Services reduced its Invesco Bloomberg Pricing Power ETF (POWA) stake by 8.1% in Q2 2026, selling an estimated $24.6K and leaving 3,192 shares worth $284K. The position accounts for 0.13% of the portfolio, ranked #86.

Symphony Financial Services first reported a position in POWA in Q2 2024 and has held it in 9 quarters since. The position peaked at $375K in Q3 2025. 73 funds tracked by Wall St. Rank hold POWA as of Q2 2026.

Symphony Financial Services held 3,192 shares of Invesco Bloomberg Pricing Power ETF worth $284K as of Q2 2026.
Symphony Financial Services sold 280 Invesco Bloomberg Pricing Power ETF shares in Q2 2026, an estimated $24.6K.
Invesco Bloomberg Pricing Power ETF made up 0.13% of Symphony Financial Services's portfolio in Q2 2026, its #86 holding.
Symphony Financial Services first reported a position in Invesco Bloomberg Pricing Power ETF in Q2 2024 and has held it in 9 quarters since.
Symphony Financial Services's Invesco Bloomberg Pricing Power ETF position peaked at $375K in Q3 2025.
73 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q2 2026.

Based on Symphony Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.