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Disclosery

POWA INVESCO EXCH TRD SLF IDX FD

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BLOO PRI PWR ETF (fund)

75 managers (75 13F filers) reported a position in POWA shares at 2025-09-30, 1,010,773 shares in all. 7 filers opened a position and 5 filers sold out during the quarter.

Managers
75
13F filers
75
New
7
Added
10
Reduced
33
Sold out
5
Shares held by filers
1,010,773

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC264,928$24M0.01%+9,69513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV137,388$12.4M0.02%-25313F-HRTimeline
1900 WEALTH MANAGEMENT LLC75,357$6.82M0.46%013F-HRTimeline
Creative Planningin group Creative Planning58,319$5.28M<0.01%-54713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC44,526$4.03M0.01%-7313F-HRTimeline
Delos Wealth Advisors, LLC37,093$3.36M2.27%+2,08213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY32,683$2.96M<0.01%-84113F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC30,219$2.74M<0.01%+6,66913F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC26,591$2.41M0.14%-57813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/20,170$1.83M<0.01%+20613F-HR/ATimelineGroup
Capital Investment Advisory Services, L…18,411$1.67M0.13%-33313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC17,321$1.57M<0.01%-53413F-HRTimelineGroup
Avant Capital LLC15,978$1.45M1.02%+7513F-HRTimeline
Pacific Sun Financial Corp15,707$1.42M0.69%-27013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.13,415$1.2M<0.01%013F-HRTimelineGroup
HighTower Advisors, LLC13,100$1.19M<0.01%-41613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC12,291$1.11M0.01%-1,83113F-HRTimelineGroup
Caprock Group, LLC11,458$1.03M0.03%13F-HRTimeline
Sigma Planning Corp10,362$938K0.03%-93513F-HRTimeline
Trek Financial, LLC9,507$861K0.05%013F-HRTimeline
Cetera Investment Advisers9,375$849K<0.01%+89813F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC9,076$822K0.81%-30013F-HRTimeline
IHT Wealth Management, LLC8,540$773K0.02%-6413F-HRTimeline
Solstein Capital, LLC8,540$773K0.35%-15013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,272$658K<0.01%+61113F-HRTimelineGroup
NewEdge Advisors, LLC6,574$595K<0.01%-70213F-HRTimeline
Cambridge Investment Research Advisors,…6,456$584K<0.01%+12513F-HRTimeline
FMR LLCin group FMR LLC5,231$474K<0.01%-5913F-HRTimelineGroup
CASTLE WEALTH MANAGEMENT LLC5,143$466K0.16%-30113F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…5,060$458K0.02%013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,890$443K<0.01%-4,91113F-HRTimelineGroup
Advisory Alpha, LLC4,589$417K0.01%-11913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,579$415K<0.01%new13F-HRTimelineGroup
MONECO ADVISORS, LLC4,381$397K0.03%-1,65013F-HRTimeline
Symphony Financial Services, Inc.4,140$375K0.2%-3813F-HRTimeline
Fearless Solutions, LLC dba Best Invest3,935$356K0.23%-33513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,483$315K0.01%013F-HRTimelineGroup
Private Advisor Group, LLC3,340$302K<0.01%013F-HRTimeline
SteelPeak Wealth, LLC3,289$298K0.01%013F-HRTimeline
Focus Financial Network, Inc.2,980$270K0.01%013F-HRTimeline
Connecticut Wealth Management, LLC2,574$233K0.01%-54113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.2,572$233K<0.01%+7213F-HRTimelineGroup
J.W. COLE ADVISORS, INC.2,511$227K<0.01%013F-HRTimeline
WESBANCO BANK INC2,429$220K0.01%013F-HRTimeline
Wealthspire Retirement, LLC2,300$208K0.01%new13F-HR/ATimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,321$208K<0.01%-313F-HRTimelineGroup
CALTON & ASSOCIATES, INC.2,234$202K0.03%-28713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,105$191K<0.01%-25313F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,088$189K0.01%-2,31913F-HRTimelineGroup
S.A. Mason LLC1,450$131K0.06%013F-HRTimeline
UBS Group AGin group UBS Group AG1,352$122K<0.01%013F-HRTimelineGroup
Minot DeBlois Advisors LLC1,324$120K0.11%013F-HRTimeline
AE Wealth Management LLC1,313$119K<0.01%-3,57313F-HRTimeline
Global Retirement Partners, LLC1,310$119K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,140$103K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,010$91.4K<0.01%013F-HRTimeline
CX Institutional725$66K<0.01%new13F-HRTimeline
IFP Advisors, Inc722$65.4K<0.01%-213F-HR/ATimeline
Parallel Advisors, LLC590$53.4K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC585$53K<0.01%-97413F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/449$40.6K<0.01%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…430$39K<0.01%new13F-HRTimelineGroup
Global Wealth Strategies & Associates357$32.3K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC326$29.5K<0.01%013F-HRTimeline
Advisory Services Network, LLC185$16.7K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA179$16.2K<0.01%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC173$15.7K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO118$10.7K<0.01%new13F-HR/ATimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV58$5.29K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/57$5.16K<0.01%-23313F-HRTimelineGroup
North Capital, Inc.53$4.8K<0.01%+113F-HRTimeline
Costello Asset Management, INC24$2.15K<0.01%-3413F-HRTimeline
CoreCap Advisors, LLC12$1.09K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$30<0.01%-18513F-HRTimelineGroupAmount filed as zero, left out of ratios.
Creekmur Asset Management LLC0$19<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.