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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 2025-12-31, 1,056,285 shares in all. 6 filers opened a position and 6 filers sold out during the quarter.

Managers
75
13F filers
75
New
6
Added
20
Reduced
26
Sold out
6
Shares held by filers
1,056,285

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC268,763$24.2M0.01%+3,83513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV144,221$13M0.02%+6,83313F-HRTimeline
1900 WEALTH MANAGEMENT LLC75,477$6.79M0.44%+12013F-HRTimeline
Creative Planningin group Creative Planning57,022$5.13M<0.01%-1,29713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC43,330$3.9M0.01%-1,19613F-HRTimeline
Delos Wealth Advisors, LLC38,140$3.43M2.26%+1,04713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY31,195$2.81M<0.01%-1,48813F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC28,826$2.59M<0.01%-1,39313F-HR/ATimelineGroup
Jaffetilchin Investment Partners, LLC26,690$2.4M0.14%+9913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA25,411$2.29M<0.01%+18,13913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/20,327$1.83M<0.01%+15713F-HRTimelineGroup
Capital Investment Advisory Services, L…18,086$1.63M0.12%-32513F-HRTimeline
IMC-Chicago, LLC16,328$1.47M0.03%new13F-HRTimeline
Avant Capital LLC16,235$1.46M1%+25713F-HRTimeline
Pacific Sun Financial Corp15,467$1.39M0.67%-24013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC15,366$1.38M<0.01%-1,95513F-HRTimelineGroup
HighTower Advisors, LLC13,154$1.18M<0.01%+5413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.12,908$1.16M<0.01%-50713F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC11,915$1.07M<0.01%-37613F-HRTimelineGroup
Caprock Group, LLC11,458$1.03M0.02%013F-HRTimeline
Sigma Planning Corp10,137$912K0.03%-22513F-HRTimeline
Trek Financial, LLC9,507$855K0.05%013F-HRTimeline
Cetera Investment Advisers9,190$827K<0.01%-18513F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC9,076$816K0.85%013F-HRTimeline
Solstein Capital, LLC8,540$768K0.31%013F-HRTimeline
IHT Wealth Management, LLC8,448$760K0.02%-9213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,039$633K<0.01%+2,14913F-HRTimelineGroup
NewEdge Advisors, LLC6,624$596K<0.01%+5013F-HRTimeline
Cambridge Investment Research Advisors,…6,470$582K<0.01%+1413F-HRTimeline
Hyundai Investments Co., Ltd.6,037$547K0.53%new13F-HRTimeline
FMR LLCin group FMR LLC5,219$469K<0.01%-1213F-HRTimelineGroup
CASTLE WEALTH MANAGEMENT LLC5,137$462K0.15%-613F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…5,060$455K0.01%013F-HRTimelineGroup
Advisory Alpha, LLC4,630$417K0.01%+4113F-HRTimeline
MONECO ADVISORS, LLC4,381$394K0.03%013F-HRTimeline
Symphony Financial Services, Inc.3,897$351K0.18%-24313F-HRTimeline
Fearless Solutions, LLC dba Best Invest3,670$330K0.2%-26513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,490$314K0.01%+713F-HRTimelineGroup
Private Advisor Group, LLC3,340$300K<0.01%013F-HRTimeline
SteelPeak Wealth, LLC3,289$296K0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,161$284K<0.01%+84013F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP3,000$270K<0.01%new13F-HRTimelineGroup
Connecticut Wealth Management, LLC2,574$232K0.01%013F-HRTimeline
Focus Financial Network, Inc.2,507$226K0.01%-47313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.2,504$225K<0.01%-6813F-HRTimelineGroup
WESBANCO BANK INC2,429$218K0.01%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC2,401$216K<0.01%new13F-HRTimelineGroup
J.W. COLE ADVISORS, INC.2,395$215K0.01%-11613F-HRTimeline
CALTON & ASSOCIATES, INC.2,374$214K0.03%+14013F-HRTimeline
Wealthspire Retirement, LLC2,300$207K0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,800$162K<0.01%new13F-HRTimeline
S.A. Mason LLC1,450$130K0.05%013F-HRTimeline
UBS Group AGin group UBS Group AG1,352$122K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC1,313$118K<0.01%+313F-HRTimeline
FSA WEALTH PARTNERS, INC.1,302$117K0.04%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,195$107K<0.01%-91013F-HR/ATimelineGroup
AE Wealth Management LLC1,160$104K<0.01%-15313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,140$103K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,010$90.8K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…808$72.7K<0.01%-1,28013F-HRTimelineGroup
CWM, LLCin group CWM, LLC708$64K<0.01%+12313F-HRTimelineGroup
IFP Advisors, Inc690$62.1K<0.01%-3213F-HRTimeline
Parallel Advisors, LLC590$53.1K<0.01%013F-HRTimeline
IFC & Insurance Marketing, Inc.551$50K0.05%13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…433$39K<0.01%+313F-HR/ATimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/378$34K<0.01%-7113F-HRTimelineGroup
Global Wealth Strategies & Associates346$31.1K0.01%-1113F-HRTimeline
Aptus Capital Advisors, LLC326$29.3K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA179$16.1K<0.01%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC173$15.6K0.01%013F-HRTimeline
CX Institutional141$13K<0.01%-58413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV59$5.31K<0.01%+113F-HRTimeline
Costello Asset Management, INC24$2.16K<0.01%013F-HRTimeline
CoreCap Advisors, LLC12$1.08K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$36<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.