1620 Investment Advisors’s Powell Industries POWL Stock Holding History

1620 Investment Advisors’s Portfolio POWL Stock Details POWL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$781K	Sell	2,727 -2,631	-49%	-$714K	0.48%	51
2026 Q1	$966K	Sell	5,358 -4,197	-44%	-$686K	0.65%	38
2025 Q4	$1.02M	Sell	9,555 -108	-1%	-$12.1K	0.68%	31
2025 Q3	$982K	Sell	9,663 -243	-2%	-$20.6K	0.67%	36
2025 Q2	$695K	Buy	9,906 +51	+0.5%	+$3.08K	0.49%	57
2025 Q1	$560K	Sell	9,855 -4,095	-29%	-$285K	0.43%	68
2024 Q4	$1.03M	Buy	+13,950	New	+$1.25M	0.78%	28
2024 Q2	–	Sell	-9	Closed	-$693K	–	595
2024 Q1	$693K	Buy	+9	New	+$385	0.7%	43
2023 Q4	–	Sell	-41,991	Closed	-$1.16M	–	151
2023 Q3	$1.16M	Sell	41,991 -23,997	-36%	-$595K	1.31%	18
2023 Q2	$1.33M	Buy	+65,988	New	+$1.14M	1.45%	16

Other funds holding POWL

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $482M AUM 45.96% 1-Year Est. Return

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Steadtrust Allen, Texas $198M AUM 99.37% 1-Year Est. Return

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

Bay Rivers Group Williamsburg, Virginia $293M AUM 48.17% 1-Year Est. Return

FCG Investment Company Germantown, Tennessee $289M AUM