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 $81.76M 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 $23.85M in its June 30, 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 $23.32M, representing an estimated loss of -2.21% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 76% 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
69
Total Reported Value
$81.76M
Largest Holder
Lpl Financial Llc
Largest Position
$23.85M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
90
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.01% | 268,417 | $23,845,667 | $23,319,398 | -$526,269 | -2.21% | |
| Mercer Global Advisors Inc | 0.02% | 138,988 | $12,347,458 | $12,074,930 | -$272,528 | -2.21% | |
| 1900 Wealth Management Llc | 0.37% | 75,293 | $6,688,868 | $6,541,268 | -$147,600 | -2.21% | |
| Delos Wealth Advisors, Llc | 2.02% | 44,252 | $3,931,273 | $3,844,503 | -$86,770 | -2.21% | |
| Commonwealth Equity Services, Llc | 0.00% | 41,414 | $3,679,110 | $3,597,945 | -$81,165 | -2.21% | |
| Goldman Sachs Group Inc | 0.00% | 36,682 | $3,258,767 | $3,186,840 | -$71,927 | -2.21% | |
| Morgan Stanley | 0.00% | 29,478 | $2,618,775 | $2,560,975 | -$57,800 | -2.21% | |
| Jaffetilchin Investment Partners, Llc | 0.14% | 26,690 | $2,299,293 | $2,318,760 | +$19,467 | +0.85% | |
| Capital Investment Advisory Services, Llc | 0.10% | 17,704 | $1,572,793 | $1,538,079 | -$34,714 | -2.21% | |
| Bank Of America Corp | 0.00% | 17,044 | $1,514,155 | $1,480,740 | -$33,415 | -2.21% | |
| Avant Capital Llc | 0.85% | 15,250 | $1,354,799 | $1,324,882 | -$29,917 | -2.21% | |
| Pacific Sun Financial Corp | 0.56% | 15,250 | $1,354,789 | $1,324,882 | -$29,907 | -2.21% | |
| Raymond James Financial Inc | 0.00% | 13,848 | $1,230,240 | $1,203,080 | -$27,160 | -2.21% | |
| Mosley Wealth Management | 0.35% | 12,543 | $1,114,330 | $1,089,704 | -$24,626 | -2.21% | |
| Kestra Advisory Services, Llc | 0.00% | 11,813 | $1,049,416 | $1,026,284 | -$23,132 | -2.20% | |
| Osaic Holdings, Inc. | 0.00% | 11,550 | $1,026,592 | $1,003,435 | -$23,157 | -2.26% | |
| Caprock Group, Llc | 0.02% | 11,458 | $1,017,909 | $995,442 | -$22,467 | -2.21% | |
| Trek Financial, Llc | 0.04% | 9,507 | $844,586 | $825,944 | -$18,642 | -2.21% | |
| Cetera Investment Advisers | 0.00% | 9,056 | $804,554 | $786,763 | -$17,791 | -2.21% | |
| Partners Wealth Management, Llc | 0.79% | 9,043 | $803,393 | $785,633 | -$17,760 | -2.21% | |
| Iht Wealth Management, Llc | 0.02% | 8,568 | $761,169 | $744,366 | -$16,803 | -2.21% | |
| Sigma Planning Corp | 0.02% | 8,052 | $715,326 | $699,538 | -$15,788 | -2.21% | |
| Newedge Advisors, Llc | 0.00% | 5,869 | $521,363 | $509,884 | -$11,479 | -2.20% | |
| Hyundai Investments Co., Ltd. | 0.56% | 5,804 | $513,685 | $504,237 | -$9,448 | -1.84% | |
| Solstein Capital, Llc | 0.17% | 5,572 | $495,007 | $484,081 | -$10,926 | -2.21% | |
| Castle Wealth Management Llc | 0.13% | 5,024 | $446,324 | $436,473 | -$9,851 | -2.21% | |
| Level Four Advisory Services, Llc | 0.01% | 4,750 | $421,982 | $412,668 | -$9,314 | -2.21% | |
| Susquehanna International Group, Llp | 0.00% | 4,485 | $398,440 | $389,646 | -$8,794 | -2.21% | |
| Moneco Advisors, Llc | 0.02% | 4,381 | $389,183 | $380,610 | -$8,573 | -2.20% | |
| Fmr Llc | 0.00% | 4,023 | $357,403 | $349,508 | -$7,895 | -2.21% | |
| Private Advisor Group, Llc | 0.00% | 3,390 | $301,162 | $294,515 | -$6,647 | -2.21% | |
| Steelpeak Wealth, Llc | 0.01% | 3,289 | $292,190 | $285,740 | -$6,450 | -2.21% | |
| Symphony Financial Services, Inc. | 0.13% | 3,192 | $283,568 | $277,313 | -$6,255 | -2.21% | |
| Wealthcare Advisory Partners Llc | 0.01% | 3,140 | $278,937 | $272,795 | -$6,142 | -2.20% | |
| Fearless Solutions, Llc Dba Best Invest | 0.14% | 3,075 | $273,178 | $267,148 | -$6,030 | -2.21% | |
| Royal Bank Of Canada | 0.00% | 2,701 | $240,000 | $234,656 | -$5,344 | -2.23% | |
| Connecticut Wealth Management, Llc | 0.01% | 2,574 | $228,690 | $223,623 | -$5,067 | -2.22% | |
| Mariner, Llc | 0.00% | 2,533 | $225,053 | $220,061 | -$4,992 | -2.22% | |
| Equitable Holdings, Inc. | 0.00% | 2,504 | $222,449 | $217,541 | -$4,908 | -2.21% | |
| Envestnet Asset Management Inc | 0.00% | 2,494 | $221,583 | $216,672 | -$4,911 | -2.22% | |
| Wesbanco Bank Inc | 0.01% | 2,429 | $215,788 | $211,025 | -$4,763 | -2.21% | |
| Ethos Financial Group, Llc | 0.01% | 2,343 | $214,673 | $203,554 | -$11,119 | -5.18% | |
| J.W. Cole Advisors, Inc. | 0.00% | 2,302 | $204,466 | $199,992 | -$4,474 | -2.19% | |
| Wealthspire Retirement, Llc | 0.01% | 2,300 | $204,329 | $199,818 | -$4,511 | -2.21% | |
| S.A. Mason Llc | 0.04% | 1,450 | $128,816 | $125,972 | -$2,844 | -2.21% | |
| Ubs Group Ag | 0.00% | 1,235 | $109,715 | $107,294 | -$2,421 | -2.21% | |
| Pnc Financial Services Group, Inc. | 0.00% | 1,140 | $101,275 | $99,040 | -$2,235 | -2.21% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 1,010 | $89,727 | $87,746 | -$1,981 | -2.21% | |
| Minot Deblois Advisors Llc | 0.08% | 1,000 | $88,838 | $86,878 | -$1,961 | -2.21% | |
| Jones Financial Companies Lllp | 0.00% | 709 | $62,665 | $61,596 | -$1,069 | -1.71% |
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.