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Disclosery

POWA INVESCO EXCH TRD SLF IDX FD

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BLOO PRI PWR ETF (fund)

74 managers (74 13F filers) reported a position in POWA shares at 2024-12-31, 1,176,491 shares in all. 2 filers opened a position and 6 filers sold out during the quarter.

Managers
74
13F filers
74
New
2
Added
15
Reduced
27
Sold out
6
Shares held by filers
1,176,491

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC262,791$21.4M0.01%+14,68913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV136,584$11.1M0.03%-5,65713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC128,046$10.4M<0.01%-2,31513F-HRTimelineGroup
Creative Planningin group Creative Planning64,875$5.27M0.01%-9,05913F-HRTimelineGroup
1900 WEALTH MANAGEMENT LLC60,549$4.92M0.41%-5,54613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC46,669$3.79M0.01%-2,51913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC43,588$3.54M<0.01%+33,94813F-HRTimelineGroup
Delos Wealth Advisors, LLC37,313$3.03M2.42%+2,63313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY35,553$2.89M<0.01%-1,84413F-HR/ATimelineGroup
Jaffetilchin Investment Partners, LLC27,169$2.21M0.16%+16413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/21,482$1.75M<0.01%-3,82713F-HRTimelineGroup
Capital Investment Advisory Services, L…18,860$1.53M0.15%-32213F-HRTimeline
Pacific Sun Financial Corp17,487$1.42M0.77%-1,57713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC17,294$1.41M<0.01%13F-HR/ATimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC16,462$1.34M0.01%-11,69313F-HRTimelineGroup
Avant Capital LLC16,229$1.32M1.09%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.16,173$1.31M<0.01%-14,87813F-HR/ATimelineGroup
HighTower Advisors, LLC13,591$1.1M<0.01%-1,33013F-HRTimeline
Caprock Group, LLC11,458$931K0.03%013F-HRTimeline
IMC-Chicago, LLC10,826$880K0.02%new13F-HRTimeline
Sigma Planning Corp10,102$821K0.03%+1,37513F-HRTimeline
IHT Wealth Management, LLC9,743$792K0.03%-6,44013F-HRTimeline
Trek Financial, LLC9,507$773K0.06%013F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC9,330$758K0.86%13F-HRTimeline
Solstein Capital, LLC8,963$728K0.41%013F-HRTimeline
Cetera Investment Advisers8,569$696K<0.01%-10113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7,769$631K0.01%+3,22313F-HRTimelineGroup
NewEdge Advisors, LLC7,276$591K<0.01%-77713F-HRTimeline
MONECO ADVISORS, LLC6,995$568K0.06%+1313F-HR/ATimeline
Cambridge Investment Research Advisors,…6,096$495K<0.01%-1,47313F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…5,601$455K0.02%013F-HRTimelineGroup
CASTLE WEALTH MANAGEMENT LLC5,444$442K0.17%-2613F-HRTimeline
Fearless Solutions, LLC dba Best Invest5,085$413K0.32%13F-HRTimeline
UBS Group AGin group UBS Group AG4,780$388K<0.01%+1313F-HRTimelineGroup
Advisory Alpha, LLC4,708$383K0.01%+3613F-HRTimeline
FMR LLCin group FMR LLC4,559$371K<0.01%-10413F-HRTimelineGroup
AE Wealth Management LLC4,489$365K<0.01%-39713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,475$364K<0.01%-71013F-HRTimelineGroup
Focus Financial Network, Inc.4,421$359K0.01%-29313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,648$296K0.01%-11913F-HRTimelineGroup
Symphony Financial Services, Inc.3,633$295K0.24%-11913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC3,473$282K<0.01%+40913F-HRTimelineGroup
Private Advisor Group, LLC3,440$280K<0.01%+8613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…3,343$272K<0.01%-2,65513F-HRTimelineGroup
Connecticut Wealth Management, LLC3,115$253K0.01%013F-HRTimeline
BCS Wealth Management2,773$225K0.06%-32713F-HRTimeline
CALTON & ASSOCIATES, INC.2,682$218K0.1%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.2,535$206K<0.01%-2313F-HRTimelineGroup
CWM, LLCin group CWM, LLC2,496$203K<0.01%+7013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,175$177K<0.01%+2,12513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,105$171K<0.01%013F-HRTimelineGroup
AMERIFLEX GROUP, INC.1,619$136K0.06%13F-HRTimeline
S.A. Mason LLC1,450$118K0.06%013F-HRTimeline
Minot DeBlois Advisors LLC1,324$108K0.1%13F-HRTimeline
Steward Partners Investment Advisory, L…1,010$82.1K<0.01%013F-HRTimeline
Global Retirement Partners, LLC900$73.1K<0.01%013F-HRTimeline
IFP Advisors, Inc735$59.8K<0.01%+2913F-HRTimeline
Parallel Advisors, LLC590$47.9K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/449$36.5K<0.01%013F-HRTimelineGroup
Global Wealth Strategies & Associates343$27.8K0.01%+313F-HRTimeline
Aptus Capital Advisors, LLC326$26.5K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC326$26.5K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/290$23.6K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO215$17.5K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA179$14.5K<0.01%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC173$14.1K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\110$8.94K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV58$4.75K<0.01%013F-HRTimeline
CoreCap Advisors, LLC42$3.41K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…20$1.62K<0.01%-59013F-HRTimelineGroup
Creekmur Asset Management LLC2$149<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1$77<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$14<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.