INVESCO BLOOMBERG PRICING PO (POWA) Institutional Shareholders
INVESCO BLOOMBERG PRICING PO (POWA) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $87.41M in POWA holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of POWA tracked by InsiderSet, reporting ownership valued at approximately $23.11M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $24.37M, representing an estimated gain of +5.44% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% of the total disclosed POWA value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Mercer Global Advisors Inc, 1900 Wealth Management Llc, and several other long-term asset managers with concentrated positions in INVESCO BLOOMBERG PRICING PO (POWA).
This page ranks the largest institutional POWA shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
74
Total Reported Value
$87.41M
Largest Holder
Lpl Financial Llc
Largest Position
$23.11M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
87
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.01% | 268,316 | $23,114,793 | $24,372,055 | +$1,257,262 | +5.44% | |
| Mercer Global Advisors Inc | 0.02% | 142,415 | $12,268,725 | $12,936,039 | +$667,314 | +5.44% | |
| 1900 Wealth Management Llc | 0.42% | 75,387 | $6,494,384 | $6,847,658 | +$353,274 | +5.44% | |
| Creative Planning | 0.00% | 52,780 | $4,546,860 | $4,794,187 | +$247,327 | +5.44% | |
| Commonwealth Equity Services, Llc | 0.00% | 41,414 | $3,679,110 | $3,761,774 | +$82,664 | +2.25% | |
| Delos Wealth Advisors, Llc | 2.10% | 42,644 | $3,673,683 | $3,873,500 | +$199,817 | +5.44% | |
| Morgan Stanley | 0.00% | 29,579 | $2,548,163 | $2,686,761 | +$138,598 | +5.44% | |
| Goldman Sachs Group Inc | 0.00% | 28,934 | $2,492,598 | $2,628,174 | +$135,576 | +5.44% | |
| Jaffetilchin Investment Partners, Llc | 0.14% | 26,690 | $2,299,293 | $2,424,343 | +$125,050 | +5.44% | |
| Bank Of America Corp | 0.00% | 18,547 | $1,597,777 | $1,684,687 | +$86,910 | +5.44% | |
| Capital Investment Advisory Services, Llc | 0.10% | 17,704 | $1,572,793 | $1,608,115 | +$35,322 | +2.25% | |
| Imc-Chicago, Llc | 0.02% | 17,801 | $1,533,515 | $1,616,925 | +$83,410 | +5.44% | |
| Avant Capital Llc | 0.97% | 16,029 | $1,380,894 | $1,455,969 | +$75,075 | +5.44% | |
| Raymond James Financial Inc | 0.00% | 15,477 | $1,333,315 | $1,405,829 | +$72,514 | +5.44% | |
| Pacific Sun Financial Corp | 0.64% | 15,417 | $1,328,144 | $1,400,379 | +$72,235 | +5.44% | |
| Hightower Advisors, Llc | 0.00% | 13,119 | $1,130,158 | $1,191,643 | +$61,485 | +5.44% | |
| Mosley Wealth Management | 0.35% | 12,543 | $1,114,330 | $1,139,323 | +$24,993 | +2.24% | |
| Kestra Advisory Services, Llc | 0.00% | 11,813 | $1,049,416 | $1,073,015 | +$23,599 | +2.25% | |
| Caprock Group, Llc | 0.02% | 11,458 | $1,017,909 | $1,040,769 | +$22,860 | +2.25% | |
| Osaic Holdings, Inc. | 0.00% | 11,759 | $1,013,513 | $1,068,110 | +$54,597 | +5.39% | |
| Trek Financial, Llc | 0.04% | 9,507 | $819,006 | $863,553 | +$44,547 | +5.44% | |
| Sigma Planning Corp | 0.02% | 9,382 | $808,238 | $852,199 | +$43,961 | +5.44% | |
| Partners Wealth Management, Llc | 0.79% | 9,043 | $803,393 | $821,406 | +$18,013 | +2.24% | |
| Cetera Investment Advisers | 0.00% | 9,118 | $785,528 | $828,219 | +$42,691 | +5.43% | |
| Iht Wealth Management, Llc | 0.02% | 8,034 | $692,113 | $729,756 | +$37,643 | +5.44% | |
| Royal Bank Of Canada | 0.00% | 6,943 | $598,000 | $630,656 | +$32,656 | +5.46% | |
| Fmr Llc | 0.00% | 5,850 | $503,972 | $531,375 | +$27,403 | +5.44% | |
| Solstein Capital, Llc | 0.20% | 5,572 | $480,015 | $506,124 | +$26,109 | +5.44% | |
| Castle Wealth Management Llc | 0.13% | 5,024 | $446,324 | $456,347 | +$10,023 | +2.25% | |
| Hyundai Investments Co., Ltd. | 0.49% | 5,140 | $435,701 | $466,884 | +$31,183 | +7.16% | |
| Level Four Advisory Services, Llc | 0.01% | 4,873 | $419,798 | $442,631 | +$22,833 | +5.44% | |
| Advisory Alpha, Llc | 0.01% | 4,630 | $398,930 | $420,559 | +$21,629 | +5.42% | |
| Moneco Advisors, Llc | 0.03% | 4,381 | $377,396 | $397,941 | +$20,545 | +5.44% | |
| Tower Research Capital Llc (Trc) | 0.01% | 3,990 | $343,729 | $362,425 | +$18,696 | +5.44% | |
| Private Advisor Group, Llc | 0.00% | 3,390 | $301,162 | $307,925 | +$6,763 | +2.25% | |
| Steelpeak Wealth, Llc | 0.01% | 3,289 | $292,190 | $298,751 | +$6,561 | +2.25% | |
| Symphony Financial Services, Inc. | 0.13% | 3,192 | $283,568 | $289,940 | +$6,372 | +2.25% | |
| Wealthcare Advisory Partners Llc | 0.01% | 3,140 | $278,937 | $285,217 | +$6,280 | +2.25% | |
| Fearless Solutions, Llc Dba Best Invest | 0.14% | 3,075 | $273,178 | $279,313 | +$6,135 | +2.25% | |
| Citadel Advisors Llc | 0.00% | 3,098 | $266,886 | $281,402 | +$14,516 | +5.44% | |
| Connecticut Wealth Management, Llc | 0.01% | 2,574 | $228,690 | $233,805 | +$5,115 | +2.24% | |
| Equitable Holdings, Inc. | 0.00% | 2,504 | $225,222 | $227,447 | +$2,225 | +0.99% | |
| Mariner, Llc | 0.00% | 2,533 | $218,237 | $230,081 | +$11,844 | +5.43% | |
| Wesbanco Bank Inc | 0.01% | 2,429 | $215,788 | $220,634 | +$4,846 | +2.25% | |
| Envestnet Asset Management Inc | 0.00% | 2,399 | $206,688 | $217,909 | +$11,221 | +5.43% | |
| J.W. Cole Advisors, Inc. | 0.00% | 2,302 | $204,466 | $209,098 | +$4,632 | +2.27% | |
| S.A. Mason Llc | 0.04% | 1,450 | $128,816 | $131,708 | +$2,892 | +2.25% | |
| Ubs Group Ag | 0.00% | 1,352 | $116,472 | $122,807 | +$6,335 | +5.44% | |
| Ae Wealth Management Llc | 0.00% | 1,309 | $112,767 | $118,901 | +$6,134 | +5.44% | |
| Pnc Financial Services Group, Inc. | 0.00% | 1,140 | $98,209 | $103,550 | +$5,341 | +5.44% |
Frequently asked questions about POWA
Who owns the most POWA stock?
The largest holders of POWA are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INVESCO BLOOMBERG PRICING PO (POWA).
Is POWA widely held by superinvestors?
Many widely followed stocks like POWA appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly POWA is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.