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Disclosery

POWA INVESCO EXCH TRD SLF IDX FD

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BLOO PRI PWR ETF (fund)

79 managers (79 13F filers) reported a position in POWA shares at 2025-03-31, 1,196,199 shares in all. 7 filers opened a position and 2 filers sold out during the quarter.

Managers
79
13F filers
79
New
7
Added
20
Reduced
23
Sold out
2
Shares held by filers
1,196,199

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 LLC264,620$21.7M0.01%+1,82913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV138,331$11.4M0.03%+1,74713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC126,675$10.4M<0.01%-1,37113F-HRTimelineGroup
1900 WEALTH MANAGEMENT LLC76,857$6.31M0.53%+16,30813F-HRTimeline
Creative Planningin group Creative Planning62,043$5.1M<0.01%-2,83213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC46,433$3.81M0.01%-23613F-HRTimeline
Delos Wealth Advisors, LLC37,325$3.07M2.43%+1213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY36,858$3.03M<0.01%+1,30513F-HRTimelineGroup
IMC-Chicago, LLC33,651$2.76M0.11%+22,82513F-HRTimeline
Jaffetilchin Investment Partners, LLC27,169$2.23M0.16%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/20,246$1.66M<0.01%-1,23613F-HRTimelineGroup
Capital Investment Advisory Services, L…18,860$1.55M0.14%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC17,933$1.47M<0.01%+63913F-HRTimelineGroup
Avant Capital LLC16,859$1.38M1.15%+63013F-HRTimeline
Pacific Sun Financial Corp16,747$1.38M0.78%-74013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC14,882$1.22M<0.01%-28,70613F-HR/ATimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC13,878$1.14M0.01%-2,58413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.13,696$1.13M<0.01%-2,47713F-HRTimelineGroup
HighTower Advisors, LLC13,491$1.11M<0.01%-10013F-HRTimeline
Sigma Planning Corp12,387$1.02M0.03%+2,28513F-HRTimeline
Caprock Group, LLC11,458$941K0.03%013F-HRTimeline
Trek Financial, LLC9,507$781K0.06%013F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC9,376$770K0.87%+4613F-HRTimeline
IHT Wealth Management, LLC8,974$737K0.02%-76913F-HRTimeline
Solstein Capital, LLC8,963$736K0.43%013F-HRTimeline
Cetera Investment Advisers8,516$700K<0.01%-5313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7,989$656K0.02%+22013F-HRTimelineGroup
NewEdge Advisors, LLC7,276$598K<0.01%013F-HRTimeline
Elevation Capital Advisory, LLC6,841$562K0.25%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,391$525K<0.01%+1,91613F-HR/ATimelineGroup
MONECO ADVISORS, LLC6,031$495K0.05%-96413F-HR/ATimeline
Cambridge Investment Research Advisors,…5,921$486K<0.01%-17513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…5,601$460K0.02%013F-HRTimelineGroup
CASTLE WEALTH MANAGEMENT LLC5,444$447K0.18%013F-HRTimeline
FMR LLCin group FMR LLC5,368$441K<0.01%+80913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,905$403K<0.01%+1,43213F-HRTimelineGroup
Advisory Alpha, LLC4,709$387K0.01%+113F-HR/ATimeline
Fearless Solutions, LLC dba Best Invest4,370$359K0.28%-71513F-HRTimeline
AE Wealth Management LLC4,350$357K<0.01%-13913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,295$353K<0.01%+95213F-HRTimelineGroup
Symphony Financial Services, Inc.4,078$335K0.22%+44513F-HRTimeline
UBS Group AGin group UBS Group AG3,882$319K<0.01%-89813F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,483$286K0.01%-16513F-HRTimelineGroup
Private Advisor Group, LLC3,440$283K<0.01%013F-HRTimeline
SteelPeak Wealth, LLC3,289$270K0.01%new13F-HRTimeline
Connecticut Wealth Management, LLC3,115$256K0.01%013F-HRTimeline
Focus Financial Network, Inc.2,980$245K0.01%-1,44113F-HRTimeline
CALTON & ASSOCIATES, INC.2,682$220K0.05%013F-HR/ATimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP2,600$214K<0.01%new13F-HRTimelineGroup
J.W. COLE ADVISORS, INC.2,581$212K0.01%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.2,500$205K<0.01%-3513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,189$178K<0.01%+1413F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,105$173K<0.01%013F-HRTimelineGroup
AMERIFLEX GROUP, INC.1,619$133K0.05%013F-HRTimeline
S.A. Mason LLC1,450$119K0.06%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,438$118K<0.01%+1,43813F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,423$117K<0.01%-1,07313F-HRTimelineGroup
Minot DeBlois Advisors LLC1,324$109K0.11%013F-HRTimeline
Steward Partners Investment Advisory, L…1,010$83K<0.01%013F-HRTimeline
IFP Advisors, Inc735$60.4K<0.01%013F-HRTimeline
Parallel Advisors, LLC590$48.5K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/449$36.9K<0.01%013F-HRTimelineGroup
Global Wealth Strategies & Associates357$29.3K0.01%+1413F-HRTimeline
Aptus Capital Advisors, LLC326$26.8K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC326$26.8K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/290$23.8K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA179$14.7K<0.01%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC173$14.2K0.01%013F-HR/ATimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…107$8.79K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV58$4.8K<0.01%013F-HRTimeline
Costello Asset Management, INC58$4.75K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO51$4.19K<0.01%-16413F-HRTimelineGroup
North Capital, Inc.47$3.86K<0.01%13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…20$1.64K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC12$986<0.01%-3013F-HRTimeline
SOA Wealth Advisors, LLC.6$468<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1$70<0.01%013F-HRTimelineGroup
Creekmur Asset Management LLC0$17<0.01%-213F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.