BAM
POWR

Belpointe Asset Management’s iShares U.S. Power Infrastructure ETF POWR Stock Holding History

Belpointe Asset Management’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
-1,300
Closed -$30.3K – 1510
2023
Q1 		$30.3K Sell
1,300
-150
-10% -$3.57K ﹤0.01% 2042
2022
Q4 		$35.2K Buy
+1,450
New +$35.6K ﹤0.01% 1825

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 $295B AUM 31.6% 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

Belpointe Asset Management's POWR Position: Q2 2023 in Review

Belpointe Asset Management sold out of iShares U.S. Power Infrastructure ETF (POWR) in Q2 2023, closing a stake of 1,300 shares — an estimated $30.3K sold.

Belpointe Asset Management first reported a position in POWR in Q4 2022 and held it in 2 quarters. The position peaked at $35.2K in Q4 2022. 29 funds tracked by Wall St. Rank hold POWR as of Q2 2023.

  • Belpointe Asset Management reported no remaining iShares U.S. Power Infrastructure ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 1,300 iShares U.S. Power Infrastructure ETF shares in Q2 2023, an estimated $30.3K.
  • Belpointe Asset Management first reported a position in iShares U.S. Power Infrastructure ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's iShares U.S. Power Infrastructure ETF position peaked at $35.2K in Q4 2022.
  • 29 funds tracked by Wall St. Rank held iShares U.S. Power Infrastructure ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.