Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
Invesco Bloomberg Pricing Power ETF(POWA)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for POWA
10/28/2026: POWA (2-star) has a low Upturn Star Rating. Not recommended to BUY.
The Invesco Bloomberg Pricing Power ETF (POWA) provides targeted exposure to large and mid-cap US companies identified by their ability to maintain stable, high gross margins, effectively acting as an inflation hedge. Its main strengths lie in its quantitative, rules-based approach to quality, which filters out companies with weak pricing leverage. It is best used as a tactical or core component in a portfolio for investors who want to prioritize profitability and market dominance over broader, unmanaged index exposure. While it provides strong protection against cost-push inflation, investors should monitor for shifts in market leadership that might favor lower-quality, cyclical stocks. It is well-suited for long-term investors seeking a defensive tilt within their equity allocations.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | While it captures quality growth, it may miss out on high-beta speculative growth stocks during bull markets. |
| Momentum investor | Strong fit while signal remains positive | It can align with momentum trends when pricing power becomes a dominant theme in the market. |
| Value investor | Strong fit | It aligns with value principles by identifying companies that can protect their margins and bottom line. |
| Dividend/Income investor | Mixed fit | The fund focuses more on margin stability than specific dividend yield, though many holdings are dividend payers. |
| Low-risk investor | Medium fit | It is generally less volatile than the broader market, though equity market risk remains inherent. |
Investor Profile
Ideal Investor Profile
The ideal investor is a medium-to-long-term participant looking for an inflation-aware, quality-focused equity core or satellite holding.
Suitability
Best suited for long-term investors seeking to tilt their equity portfolio toward companies with sustainable, robust profitability.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | Performance is subject to the stability of margins in the underlying companies. |
| Market risk | Medium / high | As an equity fund, it is susceptible to general market downturns. |
| Concentration | Medium | The sector-specific focus may lead to performance deviations from broader market indices. |
| Tracking/expense | Low | The expense ratio is reasonable for a factor-based, niche-exposure ETF. |
| Liquidity | Medium | Lower AUM compared to major benchmarks can impact exit speed for large positions. |
| Business/sector quality | Low | The methodology filters for high-quality businesses, reducing fundamental risk. |
Risk Analysis
Volatility
POWA exhibits moderate historical volatility, often lower than the broader market due to its focus on established, high-margin companies.
Market Risk
The primary risk is systematic market decline, though the quality screen acts as a partial buffer during downturns.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | Information Technology | 35 | Technology companies often possess high pricing power due to software lock-in and intellectual property moats. |
| Sector | Healthcare | 25 | Healthcare firms often maintain inelastic demand for their products, allowing them to pass on price increases. |
| Sector | Consumer Staples | 20 | Essential consumer goods brands can typically adjust prices without significant loss of volume. |
| Sector | Industrials & Other | 18 | This segment provides diversification into companies with dominant market positioning in specialized industrial niches. |
| Cash/collateral | Cash and Cash Equivalents | 2 | Minimal cash reserves are held for operational liquidity and daily fund rebalancing needs. |
Price Behavior
Flat / Range-Bound
The stock price has been trading within a narrow range with minimal directional movement.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 23.47% | Avg. Invested days 71 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/28/2026 |
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.