AAS
POWR

Ameritas Advisory Services’s iShares U.S. Power Infrastructure ETF POWR Stock Holding History

Ameritas Advisory Services’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
Q2 		– Sell
-25
Closed -$611 – 1228
2023
Q1 		$611 Buy
+25
New +$596 ﹤0.01% 2624

Other funds holding POWR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SWM
Sculati Wealth Management Bloomfield Hills, Michigan $300M AUM 17.56% 1-Year Est. Return

Ameritas Advisory Services's POWR Position: Q2 2023 in Review

Ameritas Advisory Services sold out of iShares U.S. Power Infrastructure ETF (POWR) in Q2 2023, closing a stake of 25 shares — an estimated $611 sold.

Ameritas Advisory Services first reported a position in POWR in Q1 2023 and held it in 1 quarter. The position peaked at $611 in Q1 2023. 29 funds tracked by Wall St. Rank hold POWR as of Q2 2023.

  • Ameritas Advisory Services reported no remaining iShares U.S. Power Infrastructure ETF position as of Q2 2023 after selling out during the quarter.
  • Ameritas Advisory Services sold 25 iShares U.S. Power Infrastructure ETF shares in Q2 2023, an estimated $611.
  • Ameritas Advisory Services first reported a position in iShares U.S. Power Infrastructure ETF in Q1 2023 and held it in 1 quarter.
  • Ameritas Advisory Services's iShares U.S. Power Infrastructure ETF position peaked at $611 in Q1 2023.
  • 29 funds tracked by Wall St. Rank held iShares U.S. Power Infrastructure ETF as of Q2 2023.

Based on Ameritas Advisory Services's 13F filing for Q2 2023, filed 25 Jul 2023.