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

Bay Colony Advisors’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 Q1	–	Sell	-9,107	Closed	-$221K	–	346
2022 Q4	$221K	Buy	+9,107	New	+$224K	0.06%	310
2018 Q3	–	Sell	-171	Closed	-$4K	–	430
2018 Q2	$4K	Buy	+171	New	+$3.91K	﹤0.01%	801

Other funds holding POWR

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

AIP

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

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

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

Planned Solutions Folsom, California $349M AUM 23.38% 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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bay Colony Advisors's POWR Position: Q1 2023 in Review

Bay Colony Advisors sold out of iShares U.S. Power Infrastructure ETF (POWR) in Q1 2023, closing a stake of 9,107 shares — an estimated $221K sold.

Bay Colony Advisors first reported a position in POWR in Q2 2018 and held it in 2 quarters. The position peaked at $221K in Q4 2022. 32 funds tracked by Wall St. Rank hold POWR as of Q1 2023.

Bay Colony Advisors reported no remaining iShares U.S. Power Infrastructure ETF position as of Q1 2023 after selling out during the quarter.
Bay Colony Advisors sold 9,107 iShares U.S. Power Infrastructure ETF shares in Q1 2023, an estimated $221K.
Bay Colony Advisors first reported a position in iShares U.S. Power Infrastructure ETF in Q2 2018 and held it in 2 quarters.
Bay Colony Advisors's iShares U.S. Power Infrastructure ETF position peaked at $221K in Q4 2022.
32 funds tracked by Wall St. Rank held iShares U.S. Power Infrastructure ETF as of Q1 2023.

Based on Bay Colony Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.