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Disclosery

POWA INVESCO EXCH TRD SLF IDX FD

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BLOO PRI PWR ETF (fund)

77 managers (77 13F filers) reported a position in POWA shares at 2026-03-31, 1,062,972 shares in all. 11 filers opened a position and 8 filers sold out during the quarter.

Managers
77
13F filers
77
New
11
Added
10
Reduced
27
Sold out
8
Shares held by filers
1,062,972

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC268,316$23.1M0.01%-44713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV142,415$12.3M0.02%-1,80613F-HRTimeline
1900 WEALTH MANAGEMENT LLC75,387$6.49M0.42%-9013F-HRTimeline
Creative Planningin group Creative Planning52,780$4.55M<0.01%-4,24213F-HRTimelineGroup
Elevation Capital Advisory, LLC48,569$4.18M1.78%new13F-HRTimeline
Delos Wealth Advisors, LLC42,644$3.67M2.1%+4,50413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC41,844$3.6M0.01%-1,48613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY29,579$2.55M<0.01%-1,61613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC28,934$2.49M<0.01%+10813F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC26,690$2.3M0.14%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/18,547$1.6M<0.01%-1,78013F-HRTimelineGroup
IMC-Chicago, LLC17,801$1.53M0.02%+1,47313F-HRTimeline
Capital Investment Advisory Services, L…17,704$1.53M0.11%-38213F-HRTimeline
Avant Capital LLC16,029$1.38M0.97%-20613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC15,477$1.33M<0.01%+11113F-HRTimelineGroup
Pacific Sun Financial Corp15,417$1.33M0.64%-5013F-HRTimeline
HighTower Advisors, LLC13,119$1.13M<0.01%-3513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC12,110$1.04M<0.01%+19513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,759$1.01M<0.01%-1,14913F-HRTimelineGroup
Caprock Group, LLC11,458$987K0.02%013F-HRTimeline
Trek Financial, LLC9,507$819K0.04%013F-HRTimeline
Sigma Planning Corp9,382$808K0.02%-75513F-HRTimeline
Cetera Investment Advisers9,118$786K<0.01%-7213F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC9,043$779K0.8%-3313F-HRTimeline
IHT Wealth Management, LLC8,034$692K0.02%-41413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,943$598K<0.01%-18,46813F-HRTimelineGroup
Cambridge Investment Research Advisors,…6,845$590K<0.01%+37513F-HRTimeline
NewEdge Advisors, LLC5,869$506K<0.01%-75513F-HR/ATimeline
FMR LLCin group FMR LLC5,850$504K<0.01%+63113F-HRTimelineGroup
Solstein Capital, LLC5,572$480K0.2%-2,96813F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC5,137$443K0.14%013F-HRTimeline
Hyundai Investments Co., Ltd.5,140$436K0.49%-89713F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…4,873$420K0.01%-18713F-HRTimelineGroup
Advisory Alpha, LLC4,630$399K0.01%013F-HRTimeline
MONECO ADVISORS, LLC4,381$377K0.03%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,990$344K0.01%+3,18213F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,490$301K0.01%013F-HRTimelineGroup
Symphony Financial Services, Inc.3,472$299K0.15%-42513F-HRTimeline
Private Advisor Group, LLC3,340$288K<0.01%013F-HRTimeline
SteelPeak Wealth, LLC3,289$283K0.01%013F-HRTimeline
Fearless Solutions, LLC dba Best Invest3,250$280K0.17%-42013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC3,098$267K<0.01%new13F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.2,504$225K<0.01%013F-HRTimelineGroup
Connecticut Wealth Management, LLC2,574$222K0.01%013F-HRTimeline
Mariner, LLCin group Mariner, LLC2,533$218K<0.01%new13F-HRTimelineGroup
WESBANCO BANK INC2,429$209K0.01%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC2,399$207K<0.01%-213F-HRTimelineGroup
TopTier Wealth Management, LLC2,017$174K0.11%new13F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,800$155K<0.01%013F-HR/ATimeline
S.A. Mason LLC1,450$125K0.05%013F-HRTimeline
UBS Group AGin group UBS Group AG1,352$116K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC1,309$113K<0.01%+14913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,140$98.2K<0.01%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,152$97.8K<0.01%-2,00913F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,010$87K<0.01%013F-HRTimeline
Minot DeBlois Advisors LLC1,000$86.1K0.08%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.950$81.8K<0.01%new13F-HRTimeline
Mosley Wealth Management703$63.6K0.03%new13F-HRTimeline
CWM, LLCin group CWM, LLC708$61K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…703$60.6K<0.01%-49213F-HRTimelineGroup
IFP Advisors, Inc690$59.4K<0.01%013F-HRTimeline
Parallel Advisors, LLC590$50.8K<0.01%013F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…433$37.3K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/378$32.6K<0.01%013F-HRTimelineGroup
Global Wealth Strategies & Associates346$29.8K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO350$29.7K<0.01%new13F-HR/ATimelineGroup
Aptus Capital Advisors, LLC326$28.1K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC326$28.1K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc200$17.2K<0.01%new13F-HRTimeline
Advisory Services Network, LLC186$16.1K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA179$15.4K<0.01%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC173$14.9K0.01%013F-HRTimeline
CX Institutional141$12K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV52$4.48K<0.01%-713F-HRTimeline
Costello Asset Management, INC24$2.07K<0.01%013F-HRTimeline
CoreCap Advisors, LLC12$1.03K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$64<0.01%+113F-HR/ATimelineGroup