Invesco Bloomberg Pricing PoPOWAETF

13F holders, Q3 2025 (September 30)
73holders +2
7new positions
5sold out
1famous investor
$90.50avg. 13F price*

At the end of Q3 2025, 73 institutions reported holding Invesco Bloomberg Pricing Po (POWA) in their 13F filings, up 2 from Q2 2025. 7 opened new positions and 5 sold out. The largest holders were LPL Financial LLC ($24.0M), Mercer Global Advisors Inc. ($12.4M) and 1900 Wealth Management LLC ($6.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Invesco Bloomberg Pricing Po
CUSIP
46138J775
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 68Q1 2024Q2 2024: 66Q2 2024Q3 2024: 71Q3 2024Q4 2024: 72Q4 2024Q1 2025: 77Q1 2025Q2 2025: 71Q2 2025Q3 2025: 73Q3 2025Q4 2025: 74Q4 2025Q1 2026: 77Q1 2026Q2 2026: 72Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions7$858K
Exits5$12.6M

All 13F filers, Q2 2025 → Q3 2025: 29,911 shares bought and 168,795 shares sold, net −138,884 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 73 holders

LPL Financial LLC 0.01% Add +3.8% 264,928 $24.0M
Mercer Global Advisors Inc. 0.02% Reduce -0.2% 137,388 $12.4M
1900 Wealth Management LLC 0.46% No change 75,357 $6.8M
Creative Planning 0.00% Reduce -0.9% 58,319 $5.3M
Commonwealth Equity Services, LLC 0.01% Reduce -0.2% 44,526 $4.0M
Delos Wealth Advisors, LLC 2.27% Add +6.0% 37,093 $3.4M
Morgan Stanley 0.00% Reduce -2.5% 32,683 $3.0M
Goldman Sachs Group Inc. 0.00% Add +28.3% 30,219 $2.7M
Jaffetilchin Investment Partners, LLC 0.14% Reduce -2.1% 26,591 $2.4M
Bank of America Corp. 0.00% Add +1.0% 20,170 $1.8M
Capital Investment Advisory Services, LLC 0.13% Reduce -1.8% 18,411 $1.7M
Raymond James Financial Inc. 0.00% Reduce -3.0% 17,321 $1.6M
Avant Capital LLC 1.02% Add +0.5% 15,978 $1.4M
Pacific Sun Financial Corp 0.69% Reduce -1.7% 15,707 $1.4M
Osaic Holdings, Inc. 0.00% No change 13,415 $1.2M
HighTower Advisors, LLC 0.00% Reduce -3.1% 13,100 $1.2M
Kestra Advisory Services, LLC 0.01% Reduce -13.0% 12,291 $1.1M
Caprock Group, LLC 0.03% — 11,458 $1.0M
Sigma Planning Corp 0.03% Reduce -8.3% 10,362 $938K
Trek Financial, LLC 0.05% No change 9,507 $861K
Cetera Investment Advisers 0.00% Add +10.6% 9,375 $849K
Partners Wealth Management, LLC 0.81% Reduce -3.2% 9,076 $822K
IHT Wealth Management, LLC 0.02% Reduce -0.7% 8,540 $773K
Solstein Capital, LLC 0.35% Reduce -1.7% 8,540 $773K
Royal Bank of Canada 0.00% Add +9.2% 7,272 $658K
NewEdge Advisors, LLC 0.00% Reduce -9.7% 6,574 $595K
Cambridge Investment Research Advisors, Inc. 0.00% Add +2.0% 6,456 $584K
FMR LLC 0.00% Reduce -1.1% 5,231 $474K
Castle Wealth Management LLC 0.16% Reduce -5.5% 5,143 $466K
Level Four Advisory Services, LLC 0.02% No change 5,060 $458K
Susquehanna International Group, LLP 0.00% Reduce -50.1% 4,890 $443K
Advisory Alpha, LLC 0.01% Reduce -2.5% 4,589 $417K
Citadel Advisors 0.00% New 4,579 $415K
Moneco Advisors, LLC 0.03% Reduce -27.4% 4,381 $397K
Symphony Financial Services, Inc. 0.20% Reduce -0.9% 4,140 $375K
Fearless Solutions, LLC dba Best Invest 0.23% Reduce -7.8% 3,935 $356K
Wealthcare Advisory Partners LLC 0.01% No change 3,483 $315K
Private Advisor Group, LLC 0.00% No change 3,340 $302K
SteelPeak Wealth, LLC 0.01% No change 3,289 $298K
Focus Financial Network, Inc. 0.01% No change 2,980 $270K
Connecticut Wealth Management, LLC 0.01% Reduce -17.4% 2,574 $233K
Equitable Holdings, Inc. 0.00% Add +2.9% 2,572 $233K
J.W. Cole Advisors, Inc. 0.00% No change 2,511 $227K
Wesbanco Bank Inc. 0.01% No change 2,429 $220K
Wealthspire Retirement, LLC 0.01% New 2,300 $208K
Jones Financial Companies LLLP 0.00% Reduce -0.1% 2,321 $208K
Calton & Associates, Inc. 0.03% Reduce -11.4% 2,234 $202K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -10.7% 2,105 $191K
Tower Research Capital LLC (TRC) 0.01% Reduce -52.6% 2,088 $189K
S.A. Mason LLC 0.06% No change 1,450 $131K
UBS Group AG 0.00% No change 1,352 $122K
Minot DeBlois Advisors LLC 0.11% No change 1,324 $120K
AE Wealth Management LLC 0.00% Reduce -73.1% 1,313 $119K
Global Retirement Partners, LLC 0.00% No change 1,310 $119K
PNC Financial Services Group, Inc. 0.00% New 1,140 $103K
Steward Partners Investment Advisory, LLC 0.00% No change 1,010 $91K
CX Institutional 0.00% New 725 $66K
IFP Advisors, Inc 0.00% Reduce -0.3% 722 $65K
Parallel Advisors, LLC 0.00% No change 590 $53K
Cwm, LLC 0.00% Reduce -62.5% 585 $53K
National Bank of Canada 0.00% No change 449 $41K
Rockefeller Capital Management L.P. 0.00% New 430 $39K
Global Wealth Strategies & Associates 0.01% No change 357 $32K
Aptus Capital Advisors, LLC 0.00% No change 326 $30K
Advisory Services Network, LLC 0.00% New 185 $17K
Private Trust Co. NA 0.00% No change 179 $16K
Horizon Financial Services, LLC 0.01% No change 173 $16K
JPMorgan Chase & Co. 0.00% New 118 $11K
Creative Financial Designs Inc. 0.00% No change 58 $5K
Bank of Montreal 0.00% Reduce -80.3% 57 $5K
North Capital, Inc. 0.00% Add +1.9% 53 $5K
Costello Asset Management, INC 0.00% Reduce -58.6% 24 $2K
CoreCap Advisors, LLC 0.00% No change 12 $1K

"% of holder's portfolio" is POWA's weight in each manager's 13F, not the share of Invesco Bloomberg Pricing Po the manager owns.