Invesco Bloomberg Pricing PoPOWAETF

13F holders, Q4 2025 (December 31)
74holders +1
6new positions
6sold out
$89.95avg. 13F price*

At the end of Q4 2025, 74 institutions reported holding Invesco Bloomberg Pricing Po (POWA) in their 13F filings, up 1 from Q3 2025. 6 opened new positions and 6 sold out. The largest holders were LPL Financial LLC ($24.2M), Mercer Global Advisors Inc. ($13.0M) and 1900 Wealth Management LLC ($6.8M).

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions6$2.8M
Exits6$572K

All 13F filers, Q3 2025 → Q4 2025: 64,780 shares bought and 19,819 shares sold, net +44,961 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 74 holders

LPL Financial LLC 0.01% Add +1.4% 268,763 $24.2M
Mercer Global Advisors Inc. 0.02% Add +5.0% 144,221 $13.0M
1900 Wealth Management LLC 0.44% Add +0.2% 75,477 $6.8M
Creative Planning 0.00% Reduce -2.2% 57,022 $5.1M
Commonwealth Equity Services, LLC 0.01% Reduce -2.7% 43,330 $3.9M
Delos Wealth Advisors, LLC 2.26% Add +2.8% 38,140 $3.4M
Morgan Stanley 0.00% Reduce -4.5% 31,195 $2.8M
Goldman Sachs Group Inc. 0.00% Reduce -4.6% 28,826 $2.6M
Jaffetilchin Investment Partners, LLC 0.14% Add +0.4% 26,690 $2.4M
Royal Bank of Canada 0.00% Add +249.4% 25,411 $2.3M
Bank of America Corp. 0.00% Add +0.8% 20,327 $1.8M
Capital Investment Advisory Services, LLC 0.12% Reduce -1.8% 18,086 $1.6M
IMC-Chicago, LLC 0.03% New 16,328 $1.5M
Avant Capital LLC 1.00% Add +1.6% 16,235 $1.5M
Pacific Sun Financial Corp 0.67% Reduce -1.5% 15,467 $1.4M
Raymond James Financial Inc. 0.00% Reduce -11.3% 15,366 $1.4M
HighTower Advisors, LLC 0.00% Add +0.4% 13,154 $1.2M
Osaic Holdings, Inc. 0.00% Reduce -3.8% 12,908 $1.2M
Kestra Advisory Services, LLC 0.00% Reduce -3.1% 11,915 $1.1M
Caprock Group, LLC 0.02% No change 11,458 $1.0M
Sigma Planning Corp 0.03% Reduce -2.2% 10,137 $912K
Trek Financial, LLC 0.05% No change 9,507 $855K
Cetera Investment Advisers 0.00% Reduce -2.0% 9,190 $827K
Partners Wealth Management, LLC 0.85% No change 9,076 $816K
Solstein Capital, LLC 0.31% No change 8,540 $768K
IHT Wealth Management, LLC 0.02% Reduce -1.1% 8,448 $760K
Susquehanna International Group, LLP 0.00% Add +44.0% 7,039 $633K
NewEdge Advisors, LLC 0.00% Add +0.8% 6,624 $596K
Cambridge Investment Research Advisors, Inc. 0.00% Add +0.2% 6,470 $582K
Hyundai Investments Co., Ltd. 0.53% New 6,037 $547K
FMR LLC 0.00% Reduce -0.2% 5,219 $469K
Castle Wealth Management LLC 0.15% Reduce -0.1% 5,137 $462K
Level Four Advisory Services, LLC 0.01% No change 5,060 $455K
Advisory Alpha, LLC 0.01% Add +0.9% 4,630 $417K
Moneco Advisors, LLC 0.03% No change 4,381 $394K
Symphony Financial Services, Inc. 0.18% Reduce -5.9% 3,897 $351K
Fearless Solutions, LLC dba Best Invest 0.20% Reduce -6.7% 3,670 $330K
Wealthcare Advisory Partners LLC 0.01% Add +0.2% 3,490 $314K
Private Advisor Group, LLC 0.00% No change 3,340 $300K
SteelPeak Wealth, LLC 0.01% No change 3,289 $296K
Jones Financial Companies LLLP 0.00% Add +36.2% 3,161 $284K
Two Sigma Investments, LP 0.00% New 3,000 $270K
Connecticut Wealth Management, LLC 0.01% No change 2,574 $232K
Focus Financial Network, Inc. 0.01% Reduce -15.9% 2,507 $226K
Equitable Holdings, Inc. 0.00% Reduce -2.6% 2,504 $225K
Wesbanco Bank Inc. 0.01% No change 2,429 $218K
Envestnet Asset Management Inc. 0.00% New 2,401 $216K
J.W. Cole Advisors, Inc. 0.01% Reduce -4.6% 2,395 $215K
Calton & Associates, Inc. 0.03% Add +6.3% 2,374 $214K
Wealthspire Retirement, LLC 0.01% No change 2,300 $207K
Quadrant Capital Group LLC 0.00% New 1,800 $162K
S.A. Mason LLC 0.05% No change 1,450 $130K
UBS Group AG 0.00% No change 1,352 $122K
Global Retirement Partners, LLC 0.00% Add +0.2% 1,313 $118K
Fsa Wealth Partners, Inc. 0.04% New 1,302 $117K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -43.2% 1,195 $107K
AE Wealth Management LLC 0.00% Reduce -11.7% 1,160 $104K
PNC Financial Services Group, Inc. 0.00% No change 1,140 $103K
Steward Partners Investment Advisory, LLC 0.00% No change 1,010 $91K
Tower Research Capital LLC (TRC) 0.00% Reduce -61.3% 808 $73K
Cwm, LLC 0.00% Add +21.0% 708 $64K
IFP Advisors, Inc 0.00% Reduce -4.4% 690 $62K
Parallel Advisors, LLC 0.00% No change 590 $53K
IFC & Insurance Marketing, Inc. 0.05% — 551 $50K
Rockefeller Capital Management L.P. 0.00% Add +0.7% 433 $39K
National Bank of Canada 0.00% Reduce -15.8% 378 $34K
Global Wealth Strategies & Associates 0.01% Reduce -3.1% 346 $31K
Aptus Capital Advisors, LLC 0.00% No change 326 $29K
Private Trust Co. NA 0.00% No change 179 $16K
Horizon Financial Services, LLC 0.01% No change 173 $16K
CX Institutional 0.00% Reduce -80.5% 141 $13K
Creative Financial Designs Inc. 0.00% Add +1.7% 59 $5K
Costello Asset Management, INC 0.00% No change 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.