CF
POWR

Centaurus Financial’s iShares U.S. Power Infrastructure ETF POWR Stock Holding History

Centaurus Financial’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
-7,905
Closed -$192K – 916
2022
Q4 		$192K Buy
7,905
+1,331
+20% +$32.7K 0.02% 618
2022
Q3 		$140K Buy
+6,574
New +$146K 0.01% 715
2018
Q3 		– Sell
-575
Closed -$13K – 1048
2018
Q2 		$13K Buy
+575
New +$13.1K ﹤0.01% 1438

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PS
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
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Centaurus Financial's POWR Position: Q1 2023 in Review

Centaurus Financial sold out of iShares U.S. Power Infrastructure ETF (POWR) in Q1 2023, closing a stake of 7,905 shares — an estimated $192K sold.

Centaurus Financial first reported a position in POWR in Q2 2018 and held it in 3 quarters. The position peaked at $192K in Q4 2022. 32 funds tracked by Wall St. Rank hold POWR as of Q1 2023.

  • Centaurus Financial reported no remaining iShares U.S. Power Infrastructure ETF position as of Q1 2023 after selling out during the quarter.
  • Centaurus Financial sold 7,905 iShares U.S. Power Infrastructure ETF shares in Q1 2023, an estimated $192K.
  • Centaurus Financial first reported a position in iShares U.S. Power Infrastructure ETF in Q2 2018 and held it in 3 quarters.
  • Centaurus Financial's iShares U.S. Power Infrastructure ETF position peaked at $192K in Q4 2022.
  • 32 funds tracked by Wall St. Rank held iShares U.S. Power Infrastructure ETF as of Q1 2023.

Based on Centaurus Financial's 13F filing for Q1 2023, filed 18 May 2023.