BHWA
POWR

Beacon Harbor Wealth Advisors’s iShares U.S. Power Infrastructure ETF POWR Stock Holding History

Beacon Harbor Wealth 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
2024
Q3 		– Sell
-388,046
Closed -$10.1M – 73
2024
Q2 		$10.1M Buy
+388,046
New +$10.4M 2.62% 8

Other funds holding POWR

LPL Financial
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
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CP
Creekside Partners Petaluma, California $276M AUM 25.75% 1-Year Est. Return

Beacon Harbor Wealth Advisors's POWR Position: Q3 2024 in Review

Beacon Harbor Wealth Advisors sold out of iShares U.S. Power Infrastructure ETF (POWR) in Q3 2024, closing a stake of 388,046 shares — an estimated $10.1M sold.

Beacon Harbor Wealth Advisors first reported a position in POWR in Q2 2024 and held it in 1 quarter. The position peaked at $10.1M in Q2 2024. 41 funds tracked by Wall St. Rank hold POWR as of Q3 2024.

  • Beacon Harbor Wealth Advisors reported no remaining iShares U.S. Power Infrastructure ETF position as of Q3 2024 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 388,046 iShares U.S. Power Infrastructure ETF shares in Q3 2024, an estimated $10.1M.
  • Beacon Harbor Wealth Advisors first reported a position in iShares U.S. Power Infrastructure ETF in Q2 2024 and held it in 1 quarter.
  • Beacon Harbor Wealth Advisors's iShares U.S. Power Infrastructure ETF position peaked at $10.1M in Q2 2024.
  • 41 funds tracked by Wall St. Rank held iShares U.S. Power Infrastructure ETF as of Q3 2024.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q3 2024, filed 31 Oct 2024.