INVESCO EXCH TRD SLF IDX FD (POWA)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
73
Reporting holders
$97.7M
Reported value
0.0%
Held as options
-2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | $24.7M | 277,976 | 0.02% | 20q | +95.2%+$12.0M |
| LPL Financial LLC | $23.8M | 268,417 | 0.01% | 31q | HELD |
| 1900 WEALTH MANAGEMENT LLC | $6.7M | 75,293 | 0.37% | 23q | HELD |
| Creative Planning | $4.3M | 48,607 | 0.00% | 12q | -7.9%-$370.7K |
| Delos Wealth Advisors, LLC | $3.9M | 44,252 | 2.02% | 20q | +3.8%+$142.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.7M | 41,414 | 0.00% | 31q | -1.0%-$38.2K |
| GOLDMAN SACHS GROUP INC | $3.3M | 36,682 | 0.00% | 16q | +26.8%+$688.3K |
| MORGAN STANLEY | $2.6M | 29,478 | 0.00% | 33q | HELD |
| Capital Investment Advisory Services, LLC | $1.6M | 17,704 | 0.10% | 24q | HELD |
| BANK OF AMERICA CORP /DE/ | $1.5M | 17,044 | 0.00% | 31q | -8.1%-$133.5K |
| Avant Capital LLC | $1.4M | 15,250 | 0.85% | 15q | -4.9%-$69.2K |
| Pacific Sun Financial Corp | $1.4M | 15,250 | 0.56% | 25q | -1.1%-$14.8K |
| RAYMOND JAMES FINANCIAL INC | $1.2M | 13,848 | 0.00% | 7q | -10.5%-$144.7K |
| Mosley Wealth Management | $1.1M | 12,543 | 0.35% | 2q | +1684.2%+$1.1M |
| HighTower Advisors, LLC | $1.1M | 12,053 | 0.00% | 20q | -8.1%-$94.7K |
| Kestra Advisory Services, LLC | $1.0M | 11,813 | 0.00% | 24q | -2.5%-$26.4K |
| OSAIC HOLDINGS, INC. | $1.0M | 11,550 | 0.00% | 26q | -1.8%-$18.6K |
| Caprock Group, LLC | $1.0M | 11,458 | 0.02% | 25q | HELD |
| Trek Financial, LLC | $844.6K | 9,507 | 0.04% | 31q | HELD |
| Cetera Investment Advisers | $804.6K | 9,056 | 0.00% | 10q | -0.7%-$5.5K |
| PARTNERS WEALTH MANAGEMENT, LLC | $803.4K | 9,043 | 0.79% | 7q | HELD |
| IHT Wealth Management, LLC | $761.2K | 8,568 | 0.02% | 10q | +6.6%+$47.4K |
| Sigma Planning Corp | $715.3K | 8,052 | 0.02% | 9q | -14.2%-$118.2K |
| NewEdge Advisors, LLC | $521.4K | 5,869 | 0.00% | new | NEW |
| Hyundai Investments Co., Ltd. | $513.7K | 5,804 | 0.56% | 3q | +12.9%+$58.8K |
| Solstein Capital, LLC | $495.0K | 5,572 | 0.17% | 20q | HELD |
| CASTLE WEALTH MANAGEMENT LLC | $446.3K | 5,024 | 0.13% | 17q | -2.2%-$10.0K |
| LEVEL FOUR ADVISORY SERVICES, LLC | $422.0K | 4,750 | 0.01% | 25q | -2.5%-$10.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $398.4K | 4,485 | 0.00% | new | NEW |
| MONECO ADVISORS, LLC | $389.2K | 4,381 | 0.02% | 31q | HELD |
| FMR LLC | $357.4K | 4,023 | 0.00% | 30q | -31.2%-$162.3K |
| Private Advisor Group, LLC | $301.2K | 3,390 | 0.00% | 14q | +1.5%+$4.4K |
| SteelPeak Wealth, LLC | $292.2K | 3,289 | 0.01% | 6q | HELD |
| Symphony Financial Services, Inc. | $283.6K | 3,192 | 0.13% | 9q | -8.1%-$24.9K |
| Wealthcare Advisory Partners LLC | $278.9K | 3,140 | 0.01% | 16q | -10.0%-$31.1K |
| Fearless Solutions, LLC dba Best Invest | $273.2K | 3,075 | 0.14% | 7q | -5.4%-$15.5K |
| ROYAL BANK OF CANADA | $240.0K | 2,701 | 0.00% | 31q | -61.1%-$376.9K |
| Simplicity Wealth,LLC | $236.5K | 2,662 | 0.01% | new | NEW |
| Connecticut Wealth Management, LLC | $228.7K | 2,574 | 0.01% | 29q | HELD |
| Mariner, LLC | $225.1K | 2,533 | 0.00% | 2q | HELD |
| Equitable Holdings, Inc. | $222.4K | 2,504 | 0.00% | 8q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $221.6K | 2,494 | 0.00% | 3q | +4.0%+$8.4K |
| WESBANCO BANK INC | $215.8K | 2,429 | 0.01% | 5q | HELD |
| Ethos Financial Group, LLC | $214.7K | 2,343 | 0.01% | new | NEW |
| J.W. COLE ADVISORS, INC. | $204.5K | 2,302 | 0.00% | new | NEW |
| Wealthspire Retirement, LLC | $204.3K | 2,300 | 0.01% | new | NEW |
| S.A. Mason LLC | $128.8K | 1,450 | 0.04% | 22q | HELD |
| AE Wealth Management LLC | $111.9K | 1,260 | 0.00% | 19q | -3.7%-$4.4K |
| UBS Group AG | $109.7K | 1,235 | 0.00% | 31q | -8.7%-$10.4K |
| PNC Financial Services Group, Inc. | $101.3K | 1,140 | 0.00% | 4q | HELD |
| Steward Partners Investment Advisory, LLC | $89.7K | 1,010 | 0.00% | 8q | HELD |
| Minot DeBlois Advisors LLC | $88.8K | 1,000 | 0.08% | 2q | HELD |
| Global Retirement Partners, LLC | $72.3K | 813 | 0.00% | 16q | -38.1%-$44.4K |
| JONES FINANCIAL COMPANIES LLLP | $62.7K | 709 | 0.00% | 9q | -38.5%-$39.2K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $62.5K | 703 | 0.00% | 28q | HELD |
| IFP Advisors, Inc | $61.3K | 690 | 0.00% | 22q | HELD |
| Parallel Advisors, LLC | $52.4K | 590 | 0.00% | 16q | HELD |
| Integrated Wealth Concepts LLC | $38.5K | 434 | 0.00% | new | NEW |
| Rockefeller Capital Management L.P. | $38.5K | 433 | 0.00% | 4q | HELD |
| NATIONAL BANK OF CANADA /FI/ | $33.5K | 378 | 0.00% | 18q | HELD |
| JPMORGAN CHASE & CO | $31.0K | 350 | 0.00% | 2q | HELD |
| Aptus Capital Advisors, LLC | $29.0K | 326 | 0.00% | 18q | HELD |
| Tower Research Capital LLC (TRC) | $20.0K | 225 | 0.00% | 18q | -94.4%-$334.5K |
| AdvisorNet Financial, Inc | $17.8K | 200 | 0.00% | 2q | HELD |
| PRIVATE TRUST CO NA | $15.9K | 179 | 0.00% | 17q | HELD |
| HORIZON FINANCIAL SERVICES, LLC | $15.4K | 173 | 0.01% | 10q | HELD |
| Institute for Wealth Management, LLC. | $8.9K | 100 | 0.00% | new | NEW |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $4.6K | 52 | 0.00% | 8q | HELD |
| HARBOUR INVESTMENTS, INC. | $4.4K | 50 | 0.00% | 2q | -94.7%-$80.0K |
| BlackRock, Inc. | $4.4K | 50 | 0.00% | new | NEW |
| BFSG, LLC | $1.3K | 15 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $1.2K | 13,000 | 0.00% | 31q | +89.9% |
| CoreCap Advisors, LLC | $1.1K | 12 | 0.00% | 10q | HELD |
| WELLS FARGO & COMPANY/MN | $9 | 0 | 0.00% | 31q | -100.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 73 | $97.7M | 1,099,271 | 10 | 8 | 25 | 0.0% |
| Q1 2026 | 75 | $90.5M | 1,050,254 | 12 | 7 | 20 | 0.0% |
| Q4 2025 | 71 | $94.3M | 1,048,415 | 6 | 13 | 23 | 0.0% |
| Q3 2025 | 71 | $86.8M | 958,599 | 6 | 7 | 29 | 0.0% |
| Q2 2025 | 69 | $94.5M | 1,092,371 | 1 | 11 | 25 | 0.0% |
| Q1 2025 | 75 | $93.8M | 1,142,422 | 7 | 16 | 20 | 0.0% |
| Q4 2024 | 69 | $90.9M | 1,118,457 | 2 | 12 | 25 | 0.0% |
| Q3 2024 | 68 | $111.7M | 1,216,581 | 9 | 11 | 23 | 7.6% |
| Q2 2024 | 63 | $95.4M | 1,228,209 | 4 | 9 | 24 | 0.0% |
| Q1 2024 | 63 | $97.0M | 1,236,554 | 10 | 8 | 23 | 0.0% |
| Q4 2023 | 60 | $83.8M | 1,157,927 | 6 | 14 | 19 | 0.0% |
| Q3 2023 | 61 | $83.9M | 1,279,119 | 6 | 8 | 24 | 0.0% |
| Q2 2023 | 64 | $97.4M | 1,408,122 | 3 | 8 | 22 | 0.0% |
| Q1 2023 | 67 | $103.9M | 1,544,765 | 9 | 20 | 15 | 0.0% |
| Q4 2022 | 68 | $133.1M | 1,995,995 | 14 | 27 | 16 | 0.0% |
| Q3 2022 | 77 | $137.9M | 2,287,650 | 9 | 20 | 21 | 0.0% |
| Q2 2022 | 77 | $139.5M | 2,194,141 | 8 | 20 | 24 | 0.0% |
| Q1 2022 | 78 | $155.7M | 2,218,507 | 16 | 24 | 17 | 0.0% |
| Q4 2021 | 70 | $169.1M | 2,313,596 | 5 | 23 | 21 | 0.0% |
| Q3 2021 | 73 | $154.3M | 2,333,876 | 15 | 15 | 21 | 0.0% |
| Q2 2021 | 65 | $134.9M | 2,049,537 | 7 | 21 | 20 | 0.0% |
| Q1 2021 | 62 | $118.9M | 1,945,559 | 4 | 12 | 27 | 0.0% |
| Q4 2020 | 66 | $167.9M | 2,532,848 | 6 | 18 | 24 | 0.0% |
| Q3 2020 | 64 | $139.6M | 2,536,950 | 6 | 11 | 29 | 0.0% |
| Q2 2020 | 63 | $100.9M | 1,953,319 | 6 | 15 | 22 | 0.0% |
| Q1 2020 | 68 | $102.7M | 2,297,105 | 13 | 22 | 15 | 0.0% |
| Q4 2019 | 68 | $120.3M | 2,158,453 | 11 | 26 | 11 | 0.0% |
| Q3 2019 | 57 | $97.7M | 1,802,714 | 5 | 22 | 12 | 0.0% |
| Q2 2019 | 57 | $93.9M | 1,776,272 | 13 | 14 | 19 | 0.0% |
| Q1 2019 | 50 | $91.7M | 1,864,161 | 8 | 19 | 12 | 0.0% |
| Q4 2018 | 48 | $68.1M | 1,545,378 | 2 | 2 | 0 | 0.0% |