Cetera Advisor Networks’s iShares U.S. Power Infrastructure ETF POWR Stock Holding History

Cetera Advisor Networks’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 Q1	$1.32M	Sell	49,753 -837	-2%	-$20.5K	0.01%	1281
2023 Q4	$1.22M	Buy	50,590 +2,187	+5%	+$54K	0.01%	1257
2023 Q3	$1.25M	Buy	48,403 +1,307	+3%	+$32.2K	0.01%	1141
2023 Q2	$1.09M	Buy	47,096 +4,617	+11%	+$108K	0.01%	1213
2023 Q1	$991K	Buy	42,479 +3,161	+8%	+$75.3K	0.01%	1241
2022 Q4	$953K	Buy	39,318 +1,143	+3%	+$28.1K	0.01%	1216
2022 Q3	$814K	Sell	38,175 -1,826	-5%	-$40.5K	0.01%	987
2022 Q2	$849K	Sell	40,001 -16,184	-29%	-$380K	0.01%	964
2022 Q1	$1.27M	Sell	56,185 -8,986	-14%	-$188K	0.02%	804
2021 Q4	$1.16M	Sell	65,171 -3,291	-5%	-$60.6K	0.01%	836
2021 Q3	$1.21M	Sell	68,462 -236	-0.3%	-$3.81K	0.02%	760
2021 Q2	$1.17M	Buy	+68,698	New	+$1.13M	0.02%	755

Other funds holding POWR

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

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

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cetera Advisor Networks's POWR Position: Q1 2024 in Review

Cetera Advisor Networks reduced its iShares U.S. Power Infrastructure ETF (POWR) stake by 1.7% in Q1 2024, selling an estimated $20.5K and leaving 49,753 shares worth $1.32M. The position accounts for 0.01% of the portfolio, ranked #1281.

Cetera Advisor Networks first reported a position in POWR in Q2 2021 and has held it in 12 quarters since. 40 funds tracked by Wall St. Rank hold POWR as of Q1 2024.

Cetera Advisor Networks held 49,753 shares of iShares U.S. Power Infrastructure ETF worth $1.32M as of Q1 2024.
Cetera Advisor Networks sold 837 iShares U.S. Power Infrastructure ETF shares in Q1 2024, an estimated $20.5K.
iShares U.S. Power Infrastructure ETF made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1281 holding.
Cetera Advisor Networks first reported a position in iShares U.S. Power Infrastructure ETF in Q2 2021 and has held it in 12 quarters since.
40 funds tracked by Wall St. Rank held iShares U.S. Power Infrastructure ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.