ALPS Advisors’s Powell Industries POWL Stock Holding History

ALPS 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 Q1	$1.95M	Buy	10,815 +6,018	+125%	+$984K	0.01%	407
2025 Q4	$510K	Buy	4,797 +54	+1%	+$6.06K	﹤0.01%	723
2025 Q3	$482K	Sell	4,743 -1,320	-22%	-$112K	﹤0.01%	694
2025 Q2	$425K	Buy	6,063 +72	+1%	+$4.34K	﹤0.01%	723
2025 Q1	$340K	Sell	5,991 -300	-5%	-$20.9K	﹤0.01%	834
2024 Q4	$465K	Hold	6,291	–	–	﹤0.01%	628
2024 Q3	$466K	Sell	6,291 -537	-8%	-$29.2K	﹤0.01%	620
2024 Q2	$326K	Sell	6,828 -36	-0.5%	-$1.88K	﹤0.01%	801
2024 Q1	$326K	Sell	6,864 -4,656	-40%	-$199K	﹤0.01%	888
2023 Q4	$339K	Sell	11,520 -660	-5%	-$18.4K	﹤0.01%	787
2023 Q3	$337K	Buy	+12,180	New	+$302K	﹤0.01%	710

Other funds holding POWL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Fisher Asset Management

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return