Advisors Preferred’s iShares U.S. Power Infrastructure ETF POWR Stock Holding History

Advisors Preferred’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
2023 Q4	–	Sell	-21,703	Closed	-$548K	–	244
2023 Q3	$548K	Buy	+21,703	New	+$535K	0.18%	99

Other funds holding POWR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return

Advisors Preferred's POWR Position: Q4 2023 in Review

Advisors Preferred sold out of iShares U.S. Power Infrastructure ETF (POWR) in Q4 2023, closing a stake of 21,703 shares — an estimated $548K sold.

Advisors Preferred first reported a position in POWR in Q3 2023 and held it in 1 quarter. The position peaked at $548K in Q3 2023. 32 funds tracked by Wall St. Rank hold POWR as of Q4 2023.

Advisors Preferred reported no remaining iShares U.S. Power Infrastructure ETF position as of Q4 2023 after selling out during the quarter.
Advisors Preferred sold 21,703 iShares U.S. Power Infrastructure ETF shares in Q4 2023, an estimated $548K.
Advisors Preferred first reported a position in iShares U.S. Power Infrastructure ETF in Q3 2023 and held it in 1 quarter.
Advisors Preferred's iShares U.S. Power Infrastructure ETF position peaked at $548K in Q3 2023.
32 funds tracked by Wall St. Rank held iShares U.S. Power Infrastructure ETF as of Q4 2023.

Based on Advisors Preferred's 13F filing for Q4 2023, filed 24 Jan 2024.