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Disclosery

POWA INVESCO EXCH TRD SLF IDX FD

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BLOO PRI PWR ETF (fund)

73 managers (73 13F filers) reported a position in POWA shares at 2025-06-30, 1,138,199 shares in all. 1 filer opened a position and 7 filers sold out during the quarter.

Managers
73
13F filers
73
New
1
Added
13
Reduced
30
Sold out
7
Shares held by filers
1,138,199

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 LLC255,233$22.1M0.01%-9,38713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV137,641$11.9M0.03%-69013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC130,296$11.3M<0.01%+3,62113F-HRTimelineGroup
1900 WEALTH MANAGEMENT LLC75,357$6.52M0.49%-1,50013F-HRTimeline
Creative Planningin group Creative Planning58,866$5.1M<0.01%-3,17713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC44,599$3.86M0.01%-1,83413F-HRTimeline
Delos Wealth Advisors, LLC35,011$3.03M2.37%-2,31413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY33,524$2.9M<0.01%-3,33413F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC27,169$2.35M0.15%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC23,550$2.04M<0.01%+8,66813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/19,964$1.73M<0.01%-28213F-HRTimelineGroup
Capital Investment Advisory Services, L…18,744$1.62M0.13%-11613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC17,855$1.55M<0.01%-7813F-HRTimelineGroup
Pacific Sun Financial Corp15,977$1.38M0.72%-77013F-HRTimeline
Avant Capital LLC15,903$1.38M1.07%-95613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC14,122$1.22M0.01%+24413F-HRTimelineGroup
HighTower Advisors, LLC13,516$1.17M<0.01%+2513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.13,415$1.16M<0.01%-28113F-HR/ATimelineGroup
IMC-Chicago, LLC13,370$1.16M0.03%-20,28113F-HRTimeline
Sigma Planning Corp11,297$978K0.03%-1,09013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,801$849K<0.01%+5,50613F-HRTimelineGroup
Trek Financial, LLC9,507$823K0.06%013F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC9,376$771K0.88%013F-HRTimeline
Solstein Capital, LLC8,690$752K0.39%-27313F-HRTimeline
IHT Wealth Management, LLC8,604$745K0.02%-37013F-HRTimeline
Cetera Investment Advisers8,477$734K<0.01%-3913F-HRTimeline
NewEdge Advisors, LLC7,276$630K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,661$577K<0.01%+27013F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…6,331$548K<0.01%+41013F-HRTimeline
MONECO ADVISORS, LLC6,031$522K0.05%013F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC5,444$471K0.17%013F-HRTimeline
FMR LLCin group FMR LLC5,290$458K<0.01%-7813F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…5,060$438K0.02%-54113F-HRTimelineGroup
AE Wealth Management LLC4,886$423K<0.01%+53613F-HRTimeline
Advisory Alpha, LLC4,708$408K0.01%-113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,407$382K0.01%-3,58213F-HRTimelineGroup
Fearless Solutions, LLC dba Best Invest4,270$370K0.26%-10013F-HRTimeline
Symphony Financial Services, Inc.4,178$362K0.22%+10013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,483$302K0.01%013F-HRTimelineGroup
Private Advisor Group, LLC3,340$289K<0.01%-10013F-HRTimeline
SteelPeak Wealth, LLC3,289$285K0.01%013F-HRTimeline
Connecticut Wealth Management, LLC3,115$270K0.01%013F-HRTimeline
Focus Financial Network, Inc.2,980$258K0.01%013F-HRTimeline
CALTON & ASSOCIATES, INC.2,521$218K0.04%-16113F-HRTimeline
J.W. COLE ADVISORS, INC.2,511$217K<0.01%-7013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.2,500$216K<0.01%013F-HRTimelineGroup
WESBANCO BANK INC2,429$210K0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,358$204K<0.01%+25313F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,324$200K<0.01%+13513F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,559$135K<0.01%+13613F-HRTimelineGroup
S.A. Mason LLC1,450$126K0.06%013F-HRTimeline
UBS Group AGin group UBS Group AG1,352$117K<0.01%-2,53013F-HRTimelineGroup
Minot DeBlois Advisors LLC1,324$115K0.11%013F-HRTimeline
Global Retirement Partners, LLC1,310$113K<0.01%13F-HRTimeline
AMERIFLEX GROUP, INC.1,158$99.2K0.05%-46113F-HRTimeline
Steward Partners Investment Advisory, L…1,010$87.4K<0.01%013F-HRTimeline
IFP Advisors, Inc724$62.7K<0.01%-1113F-HRTimeline
Parallel Advisors, LLC590$51.1K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/449$38.9K<0.01%013F-HR/ATimelineGroup
Global Wealth Strategies & Associates357$30.9K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC326$28.2K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC326$28.2K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/290$25.1K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN185$16K<0.01%-1,25313F-HRTimelineGroup
PRIVATE TRUST CO NA179$15.5K<0.01%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC173$15K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV58$5.06K<0.01%013F-HRTimeline
Costello Asset Management, INC58$5K<0.01%013F-HRTimeline
North Capital, Inc.52$4.5K<0.01%+513F-HRTimeline
CoreCap Advisors, LLC12$1.04K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1$82<0.01%013F-HRTimelineGroup
Creekmur Asset Management LLC0$18<0.01%013F-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.