IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Invesco Bloomberg Pricing PO (POWA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
1900 Wealth Management LLC
DECREASED
Shares63,338 from 75,293
Change-11,955 (-16%)
Value$5.5M (-$1.2M)
Filed 2026-10-13
Creative Planning
DECREASED
Shares47,088 from 48,607
Change-1,519 (-3%)
Value$4.1M (-$258.2K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares41,236 from 41,414
Change-178 (0%)
Value$3.6M (-$123.8K)
Filed 2026-11-02
Capital Investment Advisory Services, LLC
DECREASED
Shares17,268 from 17,704
Change-436 (-2%)
Value$1.5M (-$84.0K)
Filed 2026-10-30
Elevation Capital Advisory, LLC
NEW
Shares14,568
Change+14,568
Value$1.3M
Filed 2026-10-29
Mosley Wealth Management
INCREASED
Shares14,119 from 12,543
Change+1,576 (+13%)
Value$1.3M (+$167.5K)
Filed 2026-10-16
Kestra Advisory Services, LLC
DECREASED
Shares11,561 from 11,813
Change-252 (-2%)
Value$996.8K (-$52.6K)
Filed 2026-11-02
Trek Financial, LLC
UNCHANGED
Shares9,507 from 9,507
Change0 (0%)
Value$819.7K (-$24.9K)
Filed 2026-10-29
Partners Wealth Management, LLC
DECREASED
Shares8,891 from 9,043
Change-152 (-2%)
Value$766.6K (-$36.8K)
Filed 2026-10-28
Sigma Planning Corp
DECREASED
Shares7,182 from 8,052
Change-870 (-11%)
Value$619.2K (-$96.1K)
Filed 2026-10-23
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares6,007 from 6,500
Change-493 (-8%)
Value$518.0K (-$59.0K)
Filed 2026-11-02
Solstein Capital, LLC
DECREASED
Shares5,057 from 5,572
Change-515 (-9%)
Value$436.0K (-$59.0K)
Filed 2026-11-02
Moneco Advisors, LLC
UNCHANGED
Shares4,381 from 4,381
Change0 (0%)
Value$377.7K (-$11.5K)
Filed 2026-11-05
Simplicity Wealth,LLC
INCREASED
Shares4,287 from 2,662
Change+1,625 (+61%)
Value$369.6K (+$133.1K)
Filed 2026-10-23
SteelPeak Wealth, LLC
UNCHANGED
Shares3,289 from 3,289
Change0 (0%)
Value$283.6K (-$8.6K)
Filed 2026-10-16
Wealthcare Advisory Partners LLC
UNCHANGED
Shares3,140 from 3,140
Change0 (0%)
Value$270.7K (-$8.2K)
Filed 2026-10-21
Fearless Solutions, LLC dba Best Invest
DECREASED
Shares2,905 from 3,075
Change-170 (-6%)
Value$250.5K (-$22.7K)
Filed 2026-10-14
Connecticut Wealth Management, LLC
UNCHANGED
Shares2,574 from 2,574
Change0 (0%)
Value$221.9K (-$6.7K)
Filed 2026-10-13
Wesbanco Bank Inc
UNCHANGED
Shares2,429 from 2,429
Change0 (0%)
Value$209.4K (-$6.4K)
Filed 2026-11-04
S.A. Mason LLC
UNCHANGED
Shares1,450 from 1,450
Change0 (0%)
Value$125.0K (-$3.8K)
Filed 2026-10-13
IFP Advisors, Inc
UNCHANGED
Shares690 from 690
Change0 (0%)
Value$59.5K (-$1.8K)
Filed 2026-10-16
Parallel Advisors, LLC
UNCHANGED
Shares590 from 590
Change0 (0%)
Value$50.9K (-$1.5K)
Filed 2026-11-03
FSA Wealth Partners, Inc.
NEW
Shares293
Change+293
Value$25.3K
Filed 2026-10-26
Private Trust Co NA
UNCHANGED
Shares179 from 179
Change0 (0%)
Value$15.4K (-$469)
Filed 2026-10-20
Horizon Financial Services, LLC
UNCHANGED
Shares173 from 173
Change0 (0%)
Value$14.9K (-$453)
Filed 2026-11-04
Buck Wealth Strategies, LLC
NEW
Shares125
Change+125
Value$10.8K
Filed 2026-10-28
Creative Financial Designs Inc
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$4.5K (-$136)
Filed 2026-11-04
GK Wealth Management LLC
NEW
Shares39
Change+39
Value$3.3K
Filed 2026-10-09
CoreCap Advisors, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1.0K (-$31)
Filed 2026-10-08
Valley National Advisers Inc
NEW
Shares1
Change+1
Value$63
Filed 2026-10-23
J.W. Cole Advisors, Inc.
CLOSED
Shares0 from 2,302
Change-2,302 (-100%)
Value$0 (-$204.5K)
Filed 2026-11-05
AdvisorNet Financial, Inc
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$17.8K)
Filed 2026-10-15
Bfsg, LLC
CLOSED
Shares0 from 15
Change-15 (-100%)
Value$0 (-$1.3K)
Filed 2026-10-30
LPL Financial LLC
N/A
Shares— from 268,417
Change-268,417 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 138,988
Change-138,988 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 44,252
Change-44,252 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 36,682
Change-36,682 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 29,478
Change-29,478 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 26,741
Change-26,741 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 17,044
Change-17,044 (-100%)
Value—
Avant Capital LLC
N/A
Shares— from 15,250
Change-15,250 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 15,250
Change-15,250 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 13,848
Change-13,848 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 12,053
Change-12,053 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 11,550
Change-11,550 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 11,458
Change-11,458 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 9,056
Change-9,056 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 8,568
Change-8,568 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 5,869
Change-5,869 (-100%)
Value—
Hyundai Investments Co., Ltd.
N/A
Shares— from 5,804
Change-5,804 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 5,024
Change-5,024 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 4,750
Change-4,750 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 4,485
Change-4,485 (-100%)
Value—
FMR LLC
N/A
Shares— from 4,023
Change-4,023 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 3,390
Change-3,390 (-100%)
Value—
Symphony Financial Services, Inc.
N/A
Shares— from 3,192
Change-3,192 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,701
Change-2,701 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 2,533
Change-2,533 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 2,504
Change-2,504 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,494
Change-2,494 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 2,343
Change-2,343 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 2,300
Change-2,300 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,260
Change-1,260 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,235
Change-1,235 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 1,140
Change-1,140 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,134
Change-1,134 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,010
Change-1,010 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 813
Change-813 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 709
Change-709 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 703
Change-703 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 433
Change-433 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 378
Change-378 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 350
Change-350 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 326
Change-326 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 225
Change-225 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 50
Change-50 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 50
Change-50 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 0
Change0
Value—
Status
1900 Wealth Management LLC
DECREASED63,33875,293-11,955-16%$6.7M$5.5M-$1.2M2026-10-13
Creative Planning
DECREASED47,08848,607-1,519-3%$4.3M$4.1M-$258.2K2026-11-02
Commonwealth Equity Services, LLC
DECREASED41,23641,414-1780%$3.7M$3.6M-$123.8K2026-11-02
Capital Investment Advisory Services, LLC
DECREASED17,26817,704-436-2%$1.6M$1.5M-$84.0K2026-10-30
Elevation Capital Advisory, LLC
NEW14,568—+14,568——$1.3M—2026-10-29
Mosley Wealth Management
INCREASED14,11912,543+1,576+13%$1.1M$1.3M+$167.5K2026-10-16
Kestra Advisory Services, LLC
DECREASED11,56111,813-252-2%$1.0M$996.8K-$52.6K2026-11-02
Trek Financial, LLC
UNCHANGED9,5079,50700%$844.6K$819.7K-$24.9K2026-10-29
Partners Wealth Management, LLC
DECREASED8,8919,043-152-2%$803.4K$766.6K-$36.8K2026-10-28
Sigma Planning Corp
DECREASED7,1828,052-870-11%$715.3K$619.2K-$96.1K2026-10-23
Cambridge Investment Research Advisors, Inc.
DECREASED6,0076,500-493-8%$577.0K$518.0K-$59.0K2026-11-02
Solstein Capital, LLC
DECREASED5,0575,572-515-9%$495.0K$436.0K-$59.0K2026-11-02
Moneco Advisors, LLC
UNCHANGED4,3814,38100%$389.2K$377.7K-$11.5K2026-11-05
Simplicity Wealth,LLC
INCREASED4,2872,662+1,625+61%$236.5K$369.6K+$133.1K2026-10-23
SteelPeak Wealth, LLC
UNCHANGED3,2893,28900%$292.2K$283.6K-$8.6K2026-10-16
Wealthcare Advisory Partners LLC
UNCHANGED3,1403,14000%$278.9K$270.7K-$8.2K2026-10-21
Fearless Solutions, LLC dba Best Invest
DECREASED2,9053,075-170-6%$273.2K$250.5K-$22.7K2026-10-14
Connecticut Wealth Management, LLC
UNCHANGED2,5742,57400%$228.7K$221.9K-$6.7K2026-10-13
Wesbanco Bank Inc
UNCHANGED2,4292,42900%$215.8K$209.4K-$6.4K2026-11-04
S.A. Mason LLC
UNCHANGED1,4501,45000%$128.8K$125.0K-$3.8K2026-10-13
IFP Advisors, Inc
UNCHANGED69069000%$61.3K$59.5K-$1.8K2026-10-16
Parallel Advisors, LLC
UNCHANGED59059000%$52.4K$50.9K-$1.5K2026-11-03
FSA Wealth Partners, Inc.
NEW293—+293——$25.3K—2026-10-26
Private Trust Co NA
UNCHANGED17917900%$15.9K$15.4K-$4692026-10-20
Horizon Financial Services, LLC
UNCHANGED17317300%$15.4K$14.9K-$4532026-11-04
Buck Wealth Strategies, LLC
NEW125—+125——$10.8K—2026-10-28
Creative Financial Designs Inc
UNCHANGED525200%$4.6K$4.5K-$1362026-11-04
GK Wealth Management LLC
NEW39—+39——$3.3K—2026-10-09
CoreCap Advisors, LLC
UNCHANGED121200%$1.1K$1.0K-$312026-10-08
Valley National Advisers Inc
NEW1—+1——$63—2026-10-23
J.W. Cole Advisors, Inc.
CLOSED02,302-2,302-100%$204.5K$0-$204.5K2026-11-05
AdvisorNet Financial, Inc
CLOSED0200-200-100%$17.8K$0-$17.8K2026-10-15
Bfsg, LLC
CLOSED015-15-100%$1.3K$0-$1.3K2026-10-30
LPL Financial LLC
N/A—268,417-268,417-100%$23.8M———
Mercer Global Advisors Inc
N/A—138,988-138,988-100%$12.3M———
Delos Wealth Advisors, LLC
N/A—44,252-44,252-100%$3.9M———
Goldman Sachs Group Inc
N/A—36,682-36,682-100%$3.3M———
Morgan Stanley
N/A—29,478-29,478-100%$2.6M———
Jaffetilchin Investment Partners, LLC
N/A—26,741-26,741-100%$2.4M———
Bank of America Corp
N/A—17,044-17,044-100%$1.5M———
Avant Capital LLC
N/A—15,250-15,250-100%$1.4M———
Pacific SUN Financial Corp
N/A—15,250-15,250-100%$1.4M———
Raymond James Financial Inc
N/A—13,848-13,848-100%$1.2M———
HighTower Advisors, LLC
N/A—12,053-12,053-100%$1.1M———
Osaic Holdings, Inc.
N/A—11,550-11,550-100%$1.0M———
Caprock Group, LLC
N/A—11,458-11,458-100%$1.0M———
Cetera Investment Advisers
N/A—9,056-9,056-100%$804.6K———
IHT Wealth Management, LLC
N/A—8,568-8,568-100%$761.2K———
NewEdge Advisors, LLC
N/A—5,869-5,869-100%$521.4K———
Hyundai Investments Co., Ltd.
N/A—5,804-5,804-100%$513.7K———
Castle Wealth Management LLC
N/A—5,024-5,024-100%$446.3K———
Level Four Advisory Services, LLC
N/A—4,750-4,750-100%$422.0K———
Susquehanna International Group, LLP
N/A—4,485-4,485-100%$398.4K———
FMR LLC
N/A—4,023-4,023-100%$357.4K———
Private Advisor Group, LLC
N/A—3,390-3,390-100%$301.2K———
Symphony Financial Services, Inc.
N/A—3,192-3,192-100%$283.6K———
Royal Bank of Canada
N/A—2,701-2,701-100%$240.0K———
Mariner, LLC
N/A—2,533-2,533-100%$225.1K———
Equitable Holdings, Inc.
N/A—2,504-2,504-100%$222.4K———
Envestnet Asset Management Inc
N/A—2,494-2,494-100%$221.6K———
Ethos Financial Group, LLC
N/A—2,343-2,343-100%$214.7K———
Wealthspire Retirement, LLC
N/A—2,300-2,300-100%$204.3K———
AE Wealth Management LLC
N/A—1,260-1,260-100%$111.9K———
UBS Group AG
N/A—1,235-1,235-100%$109.7K———
PNC Financial Services Group, Inc.
N/A—1,140-1,140-100%$101.3K———
BFC Planning, Inc.
N/A—1,134-1,134-100%$100.7K———
Steward Partners Investment Advisory, LLC
N/A—1,010-1,010-100%$89.7K———
Minot DeBlois Advisors LLC
N/A—1,000-1,000-100%$88.8K———
Global Retirement Partners, LLC
N/A—813-813-100%$72.3K———
Jones Financial Companies Lllp
N/A—709-709-100%$62.7K———
Northwestern Mutual Wealth Management Co
N/A—703-703-100%$62.5K———
Rockefeller Capital Management L.P.
N/A—433-433-100%$38.5K———
National Bank of Canada
N/A—378-378-100%$33.5K———
JPMorgan Chase & Co
N/A—350-350-100%$31.0K———
Aptus Capital Advisors, LLC
N/A—326-326-100%$29.0K———
Tower Research Capital LLC (TRC)
N/A—225-225-100%$20.0K———
Institute for Wealth Management, Llc.
N/A—100-100-100%$8.9K———
Harbour Investments, Inc.
N/A—50-50-100%$4.4K———
BlackRock, Inc.
N/A—50-50-100%$4.4K———
Wells Fargo & Company
N/A—00—$9———
Showing 80 of 80 institutions