UBS Group
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UBS Group’s Invesco Bloomberg Pricing Power ETF POWA Stock Holding History

UBS Group’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 		$110K Sell
1,235
-117
-9% -$10.3K ﹤0.01% 7139
2026
Q1 		$116K Hold
1,352
– – ﹤0.01% 6928
2025
Q4 		$122K Hold
1,352
– – ﹤0.01% 6810
2025
Q3 		$122K Hold
1,352
– – ﹤0.01% 6984
2025
Q2 		$117K Sell
1,352
-2,530
-65% -$210K ﹤0.01% 7100
2025
Q1 		$319K Sell
3,882
-898
-19% -$74.5K ﹤0.01% 6198
2024
Q4 		$388K Buy
4,780
+13
+0.3% +$1.1K ﹤0.01% 6019
2024
Q3 		$405K Sell
4,767
-253
-5% -$20.4K ﹤0.01% 5379
2024
Q2 		$390K Sell
5,020
-737
-13% -$56.7K ﹤0.01% 5190
2024
Q1 		$452K Hold
5,757
– – ﹤0.01% 5274
2023
Q4 		$417K Buy
5,757
+99
+2% +$6.72K ﹤0.01% 5240
2023
Q3 		$371K Buy
5,658
+64
+1% +$4.38K ﹤0.01% 4886
2023
Q2 		$387K Hold
5,594
– – ﹤0.01% 5035
2023
Q1 		$376K Buy
5,594
+1,296
+30% +$86.7K ﹤0.01% 4913
2022
Q4 		$286K Buy
4,298
+378
+10% +$24.9K ﹤0.01% 5167
2022
Q3 		$236K Buy
3,920
+635
+19% +$41.8K ﹤0.01% 4946
2022
Q2 		$209K Buy
3,285
+980
+43% +$65.7K ﹤0.01% 4872
2022
Q1 		$162K Buy
2,305
+271
+13% +$18.7K ﹤0.01% 5522
2021
Q4 		$149K Sell
2,034
-1,868
-48% -$130K ﹤0.01% 5941
2021
Q3 		$258K Buy
3,902
+1,909
+96% +$130K ﹤0.01% 5139
2021
Q2 		$131K Buy
1,993
+133
+7% +$8.55K ﹤0.01% 5674
2021
Q1 		$114K Sell
1,860
-285
-13% -$16.9K ﹤0.01% 5866
2020
Q4 		$127K Sell
2,145
-1,920
-47% -$110K ﹤0.01% 5535
2020
Q3 		$226K Sell
4,065
-1,849
-31% -$101K ﹤0.01% 4724
2020
Q2 		$305K Sell
5,914
-126
-2% -$6.22K ﹤0.01% 4505
2020
Q1 		$270K Buy
6,040
+2,150
+55% +$114K ﹤0.01% 4481
2019
Q4 		$217K Buy
3,890
+1,154
+42% +$63.2K ﹤0.01% 5550
2019
Q3 		$148K Buy
2,736
+962
+54% +$51.4K ﹤0.01% 5483
2019
Q2 		$94K Sell
1,774
-106
-6% -$5.43K ﹤0.01% 5414
2019
Q1 		$94K Sell
1,880
-1,130
-38% -$54K ﹤0.01% 5109
2018
Q4 		$133K Sell
3,010
-100
-3% -$4.72K ﹤0.01% 5290
2018
Q3 		$156K Buy
3,110
+950
+44% +$46.3K ﹤0.01% 5235
2018
Q2 		$100K Sell
2,160
-615
-22% -$28.6K ﹤0.01% 5444
2018
Q1 		$129K Sell
2,775
-3,113
-53% -$147K ﹤0.01% 5068
2017
Q4 		$274K Buy
5,888
+4,380
+290% +$201K ﹤0.01% 4700
2017
Q3 		$67K Sell
1,508
-559
-27% -$24.1K ﹤0.01% 5593
2017
Q2 		$88K Hold
2,067
– – ﹤0.01% 5250
2017
Q1 		$86K Buy
2,067
+559
+37% +$22.6K ﹤0.01% 5162
2016
Q4 		$59K Hold
1,508
– – ﹤0.01% 5696
2016
Q3 		$59K Sell
1,508
-20,956
-93% -$825K ﹤0.01% 5371
2016
Q2 		$881K Buy
22,464
+20,956
+1,390% +$785K ﹤0.01% 3489
2016
Q1 		$56K Sell
1,508
-1,559
-51% -$54.2K ﹤0.01% 5417
2015
Q4 		$107K Sell
3,067
-4,286
-58% -$154K ﹤0.01% 5151
2015
Q3 		$257K Hold
7,353
– – ﹤0.01% 4437
2015
Q2 		$273K Sell
7,353
-14,301
-66% -$552K ﹤0.01% 4605
2015
Q1 		$833K Buy
21,654
+9,846
+83% +$379K ﹤0.01% 3722
2014
Q4 		$445K Buy
+11,808
New +$449K ﹤0.01% 4309

Other funds holding POWA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
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
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group's POWA Position: Q2 2026 in Review

UBS Group reduced its Invesco Bloomberg Pricing Power ETF (POWA) stake by 8.7% in Q2 2026, selling an estimated $10.3K and leaving 1,235 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #7139.

UBS Group first reported a position in POWA in Q4 2014 and has held it in 47 quarters since. The position peaked at $881K in Q2 2016. 73 funds tracked by Wall St. Rank hold POWA as of Q2 2026.

  • UBS Group held 1,235 shares of Invesco Bloomberg Pricing Power ETF worth $110K as of Q2 2026.
  • UBS Group sold 117 Invesco Bloomberg Pricing Power ETF shares in Q2 2026, an estimated $10.3K.
  • Invesco Bloomberg Pricing Power ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #7139 holding.
  • UBS Group first reported a position in Invesco Bloomberg Pricing Power ETF in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's Invesco Bloomberg Pricing Power ETF position peaked at $881K in Q2 2016.
  • 73 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.