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Invesco Bloomberg Pricing PO (POWA)

CUSIP: 46138J775 | NYSE | 227 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

1900 Wealth Management LLC63,338
0.3% of portfolio›$5.5M
Creative Planning47,088
0.0% of portfolio›$4.1M
Commonwealth Equity Services, LLC41,236
0.0% of portfolio›$3.6M
Capital Investment Advisory Services, LLC17,268
0.1% of portfolio›$1.5M
Elevation Capital Advisory, LLC14,568
0.5% of portfolio›$1.3M
Mosley Wealth Management14,119
0.4% of portfolio›$1.3M
Kestra Advisory Services, LLC11,561
0.0% of portfolio›$996.8K
Trek Financial, LLC9,507
0.0% of portfolio›$819.7K
Partners Wealth Management, LLC8,891
0.1% of portfolio›$766.6K
Sigma Planning Corp7,182
0.0% of portfolio›$619.2K
Cambridge Investment Research Advisors, Inc.6,007
0.0% of portfolio›$518.0K
Solstein Capital, LLC5,057
0.2% of portfolio›$436.0K
Simplicity Wealth,LLC4,287
0.0% of portfolio›$369.6K
SteelPeak Wealth, LLC3,289
0.0% of portfolio›$283.6K
Wealthcare Advisory Partners LLC3,140
0.0% of portfolio›$270.7K
Fearless Solutions, LLC dba Best Invest2,905
0.1% of portfolio›$250.5K
Connecticut Wealth Management, LLC2,574
0.0% of portfolio›$221.9K
Wesbanco Bank Inc2,429
0.0% of portfolio›$209.4K
S.A. Mason LLC1,450
0.0% of portfolio›$125.0K
IFP Advisors, Inc690
0.0% of portfolio›$59.5K
Parallel Advisors, LLC590
0.0% of portfolio›$50.9K
FSA Wealth Partners, Inc.293
0.0% of portfolio›$25.3K
Private Trust Co NA179
0.0% of portfolio›$15.4K
Horizon Financial Services, LLC173
0.0% of portfolio›$14.9K
Buck Wealth Strategies, LLC125
0.0% of portfolio›$10.8K
Creative Financial Designs Inc52
0.0% of portfolio›$4.5K
GK Wealth Management LLC39
0.0% of portfolio›$3.3K
CoreCap Advisors, LLC12
0.0% of portfolio›$1.0K
Valley National Advisers Inc1
0.0% of portfolio›$63
StyleTurnoverLocationFiled
1900 Wealth Management LLC
63,338$5.5M0.3%ETFLowSan Antonio, TX2026-10-13
Creative Planning
47,088$4.1M0.0%IndexVery LowOverland Park, KS2026-11-02
Commonwealth Equity Services, LLC
41,236$3.6M0.0%ETFLowWaltham, MA2026-11-02
Capital Investment Advisory Services, LLC
17,268$1.5M0.1%CoreMediumRaleigh, NC2026-10-30
Elevation Capital Advisory, LLC
14,568$1.3M0.5%ETFVery HighBend, OR2026-10-29
Mosley Wealth Management
14,119$1.3M0.4%ETFHighAnaheim, CA2026-10-16
Kestra Advisory Services, LLC
11,561$996.8K0.0%CoreLowAustin, TX2026-11-02
Trek Financial, LLC
9,507$819.7K0.0%ETFHighScottsdale, AZ2026-10-29
Partners Wealth Management, LLC
8,891$766.6K0.1%CoreLowCarmel By The Sea, CA2026-10-28
Sigma Planning Corp
7,182$619.2K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Cambridge Investment Research Advisors, Inc.
6,007$518.0K0.0%ETFLowFairfield, IA2026-11-02
Solstein Capital, LLC
5,057$436.0K0.2%CoreLowMenlo Park, CA2026-11-02
Simplicity Wealth,LLC
4,287$369.6K0.0%ETFLowSummit, NJ2026-10-23
SteelPeak Wealth, LLC
3,289$283.6K0.0%GrowthHighWoodland Hills, CA2026-10-16
Wealthcare Advisory Partners LLC
3,140$270.7K0.0%ETFLowWest Chester, PA2026-10-21
Fearless Solutions, LLC dba Best Invest
2,905$250.5K0.1%ETFLowSan Antonio, TX2026-10-14
Connecticut Wealth Management, LLC
2,574$221.9K0.0%ETFLowFarmington, CT2026-10-13
Wesbanco Bank Inc
2,429$209.4K0.0%CoreLowWheeling, WV2026-11-04
S.A. Mason LLC
1,450$125.0K0.0%GrowthVery LowHolland, MI2026-10-13
IFP Advisors, Inc
690$59.5K0.0%GrowthLowTampa, FL2026-10-16
Parallel Advisors, LLC
590$50.9K0.0%IndexLowSan Francisco, CA2026-11-03
FSA Wealth Partners, Inc.
293$25.3K0.0%ETFHighRockville, MD2026-10-26
Private Trust Co NA
179$15.4K0.0%CoreLowCleveland, OH2026-10-20
Horizon Financial Services, LLC
173$14.9K0.0%ETFLowWinston Salem, NC2026-11-04
Buck Wealth Strategies, LLC
125$10.8K0.0%ValueMediumDenver, CO2026-10-28
Creative Financial Designs Inc
52$4.5K0.0%ETFMediumKokomo, IN2026-11-04
GK Wealth Management LLC
39$3.3K0.0%GARPVery HighReno, NV2026-10-09
CoreCap Advisors, LLC
12$1.0K0.0%ETFMediumSouthfield, MI2026-10-08
Valley National Advisers Inc
1$630.0%ETFLowBethlehem, PA2026-10-23