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

Avantax 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
2025 Q2	$226K	Sell	9,537 -1,372	-13%	-$31.5K	﹤0.01%	2121
2025 Q1	$271K	Sell	10,909 -300	-3%	-$7.15K	﹤0.01%	1902
2024 Q4	$256K	Sell	11,209 -284	-2%	-$7.01K	﹤0.01%	1891
2024 Q3	$285K	Buy	+11,493	New	+$291K	﹤0.01%	1794
2023 Q2	–	Sell	-9,885	Closed	-$231K	–	1529
2023 Q1	$231K	Hold	9,885	–	–	﹤0.01%	1290
2022 Q4	$240K	Buy	+9,885	New	+$243K	﹤0.01%	1227

Other funds holding POWR

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

AIP

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

HOWA

Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $340M AUM 29.73% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Avantax Advisory Services's POWR Position: Q2 2025 in Review

Avantax Advisory Services reduced its iShares U.S. Power Infrastructure ETF (POWR) stake by 13% in Q2 2025, selling an estimated $31.5K and leaving 9,537 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #2121.

Avantax Advisory Services first reported a position in POWR in Q4 2022 and has held it in 6 quarters since. The position peaked at $285K in Q3 2024. 47 funds tracked by Wall St. Rank hold POWR as of Q2 2025.

Avantax Advisory Services held 9,537 shares of iShares U.S. Power Infrastructure ETF worth $226K as of Q2 2025.
Avantax Advisory Services sold 1,372 iShares U.S. Power Infrastructure ETF shares in Q2 2025, an estimated $31.5K.
iShares U.S. Power Infrastructure ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2121 holding.
Avantax Advisory Services first reported a position in iShares U.S. Power Infrastructure ETF in Q4 2022 and has held it in 6 quarters since.
Avantax Advisory Services's iShares U.S. Power Infrastructure ETF position peaked at $285K in Q3 2024.
47 funds tracked by Wall St. Rank held iShares U.S. Power Infrastructure ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.