CARLSON FINANCIAL, INC.’s iShares U.S. Power Infrastructure ETF POWR Stock Holding History

CARLSON FINANCIAL, INC.’s Portfolio POWR Stock Details POWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$208K	Buy	+7,452	New	+$204K	0.11%	185

Other funds holding POWR

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FFG Partners Fort Lauderdale, Florida $352M AUM 70.53% 1-Year Est. Return

Palladiem Bryn Mawr, Pennsylvania $103M AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CARLSON FINANCIAL, INC.'s POWR Position: Q2 2026 in Review

CARLSON FINANCIAL, INC. opened a new position in iShares U.S. Power Infrastructure ETF (POWR) in Q2 2026: 7,452 shares worth $208K. The stake represents 0.11% of the portfolio and ranks #185 among its holdings.

92 funds tracked by Wall St. Rank hold POWR as of Q2 2026.

CARLSON FINANCIAL, INC. held 7,452 shares of iShares U.S. Power Infrastructure ETF worth $208K as of Q2 2026.
iShares U.S. Power Infrastructure ETF was a new CARLSON FINANCIAL, INC. position in Q2 2026.
iShares U.S. Power Infrastructure ETF made up 0.11% of CARLSON FINANCIAL, INC.'s portfolio in Q2 2026, its #185 holding.
92 funds tracked by Wall St. Rank held iShares U.S. Power Infrastructure ETF as of Q2 2026.

Based on CARLSON FINANCIAL, INC.'s 13F filing for Q2 2026, filed 24 Aug 2026.