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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

ARS Investment Partners New York $2.23B AUM 74.02% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Planned Solutions Folsom, California $365M AUM 17.53% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 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.