Invesco Bloomberg Pricing PoPOWAETF
13F holders, Q1 2026 (March 31)77holders +3
11new positions
8sold out
1famous investor
$86.15avg. 13F price*
At the end of Q1 2026, 77 institutions reported holding Invesco Bloomberg Pricing Po (POWA) in their 13F filings, up 3 from Q4 2025. 11 opened new positions and 8 sold out. The largest holders were LPL Financial LLC ($23.1M), Mercer Global Advisors Inc. ($12.3M) and 1900 Wealth Management LLC ($6.5M). 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
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $5.2M |
| Exits | 8 | $1.9M |
All 13F filers, Q4 2025 → Q1 2026: 70,661 shares bought and 62,661 shares sold, net +8,000 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 77 holders
| LPL Financial LLC | 0.01% | Reduce -0.2% | 268,316 | $23.1M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -1.3% | 142,415 | $12.3M |
| 1900 Wealth Management LLC | 0.42% | Reduce -0.1% | 75,387 | $6.5M |
| Creative Planning | 0.00% | Reduce -7.4% | 52,780 | $4.5M |
| Elevation Capital Advisory, LLC | 1.78% | New | 48,569 | $4.2M |
| Delos Wealth Advisors, LLC | 2.10% | Add +11.8% | 42,644 | $3.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -3.4% | 41,844 | $3.6M |
| Morgan Stanley | 0.00% | Reduce -5.2% | 29,579 | $2.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +0.4% | 28,934 | $2.5M |
| Jaffetilchin Investment Partners, LLC | 0.14% | No change | 26,690 | $2.3M |
| Bank of America Corp. | 0.00% | Reduce -8.8% | 18,547 | $1.6M |
| IMC-Chicago, LLC | 0.02% | Add +9.0% | 17,801 | $1.5M |
| Capital Investment Advisory Services, LLC | 0.11% | Reduce -2.1% | 17,704 | $1.5M |
| Avant Capital LLC | 0.97% | Reduce -1.3% | 16,029 | $1.4M |
| Raymond James Financial Inc. | 0.00% | Add +0.7% | 15,477 | $1.3M |
| Pacific Sun Financial Corp | 0.64% | Reduce -0.3% | 15,417 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.3% | 13,119 | $1.1M |
| Kestra Advisory Services, LLC | 0.00% | Add +1.6% | 12,110 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Reduce -8.9% | 11,759 | $1.0M |
| Caprock Group, LLC | 0.02% | No change | 11,458 | $987K |
| Trek Financial, LLC | 0.04% | No change | 9,507 | $819K |
| Sigma Planning Corp | 0.02% | Reduce -7.5% | 9,382 | $808K |
| Cetera Investment Advisers | 0.00% | Reduce -0.8% | 9,118 | $786K |
| Partners Wealth Management, LLC | 0.80% | Reduce -0.4% | 9,043 | $779K |
| IHT Wealth Management, LLC | 0.02% | Reduce -4.9% | 8,034 | $692K |
| Royal Bank of Canada | 0.00% | Reduce -72.7% | 6,943 | $598K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +5.8% | 6,845 | $590K |
| NewEdge Advisors, LLC | 0.00% | Reduce -11.4% | 5,869 | $506K |
| FMR LLC | 0.00% | Add +12.1% | 5,850 | $504K |
| Solstein Capital, LLC | 0.20% | Reduce -34.8% | 5,572 | $480K |
| Castle Wealth Management LLC | 0.14% | No change | 5,137 | $443K |
| Hyundai Investments Co., Ltd. | 0.49% | Reduce -14.9% | 5,140 | $436K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -3.7% | 4,873 | $420K |
| Advisory Alpha, LLC | 0.01% | No change | 4,630 | $399K |
| Moneco Advisors, LLC | 0.03% | No change | 4,381 | $377K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +393.8% | 3,990 | $344K |
| Wealthcare Advisory Partners LLC | 0.01% | No change | 3,490 | $301K |
| Symphony Financial Services, Inc. | 0.15% | Reduce -10.9% | 3,472 | $299K |
| Private Advisor Group, LLC | 0.00% | No change | 3,340 | $288K |
| SteelPeak Wealth, LLC | 0.01% | No change | 3,289 | $283K |
| Fearless Solutions, LLC dba Best Invest | 0.17% | Reduce -11.4% | 3,250 | $280K |
| Citadel Advisors | 0.00% | New | 3,098 | $267K |
| Equitable Holdings, Inc. | 0.00% | No change | 2,504 | $225K |
| Connecticut Wealth Management, LLC | 0.01% | No change | 2,574 | $222K |
| Mariner, LLC | 0.00% | New | 2,533 | $218K |
| Wesbanco Bank Inc. | 0.01% | No change | 2,429 | $209K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.1% | 2,399 | $207K |
| TopTier Wealth Management, LLC | 0.11% | New | 2,017 | $174K |
| Quadrant Capital Group LLC | 0.00% | No change | 1,800 | $155K |
| S.A. Mason LLC | 0.05% | No change | 1,450 | $125K |
| UBS Group AG | 0.00% | No change | 1,352 | $116K |
| AE Wealth Management LLC | 0.00% | Add +12.8% | 1,309 | $113K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,140 | $98K |
| Jones Financial Companies LLLP | 0.00% | Reduce -63.6% | 1,152 | $98K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,010 | $87K |
| Minot DeBlois Advisors LLC | 0.08% | New | 1,000 | $86K |
| Harbour Investments, Inc. | 0.00% | New | 950 | $82K |
| Mosley Wealth Management | 0.03% | New | 703 | $64K |
| Cwm, LLC | 0.00% | No change | 708 | $61K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -41.2% | 703 | $61K |
| IFP Advisors, Inc | 0.00% | No change | 690 | $59K |
| Parallel Advisors, LLC | 0.00% | No change | 590 | $51K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 433 | $37K |
| National Bank of Canada | 0.00% | No change | 378 | $33K |
| Global Wealth Strategies & Associates | 0.01% | No change | 346 | $30K |
| JPMorgan Chase & Co. | 0.00% | New | 350 | $30K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 326 | $28K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 326 | $28K |
| AdvisorNet Financial, Inc | 0.00% | New | 200 | $17K |
| Advisory Services Network, LLC | 0.00% | New | 186 | $16K |
| Private Trust Co. NA | 0.00% | No change | 179 | $15K |
| Horizon Financial Services, LLC | 0.01% | No change | 173 | $15K |
| CX Institutional | 0.00% | No change | 141 | $12K |
| Creative Financial Designs Inc. | 0.00% | Reduce -11.9% | 52 | $4K |
| Costello Asset Management, INC | 0.00% | No change | 24 | $2K |
| CoreCap Advisors, LLC | 0.00% | No change | 12 | $1K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $64 |
"% of holder's portfolio" is POWA's weight in each manager's 13F, not the share of Invesco Bloomberg Pricing Po the manager owns.