Concurrent Investment Advisors’s iShares U.S. Power Infrastructure ETF POWR Stock Holding History

Concurrent Investment 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
2026 Q3	$390K	Buy	+16,134	New	+$420K	﹤0.01%	1718

Other funds holding POWR

Parcion Private Wealth Bellevue, Washington $1.85B AUM 22.28% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

StoneX Group New York $2.75B AUM 24.25% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return

Perryman Financial Advisory Dallas, Texas $791M AUM 21.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Concurrent Investment Advisors's POWR Position: Q3 2026 in Review

Concurrent Investment Advisors opened a new position in iShares U.S. Power Infrastructure ETF (POWR) in Q3 2026: 16,134 shares worth $390K. The stake represents ﹤0.01% of the portfolio and ranks #1718 among its holdings.

47 funds tracked by Wall St. Rank hold POWR as of Q3 2026.

Concurrent Investment Advisors held 16,134 shares of iShares U.S. Power Infrastructure ETF worth $390K as of Q3 2026.
iShares U.S. Power Infrastructure ETF was a new Concurrent Investment Advisors position in Q3 2026.
iShares U.S. Power Infrastructure ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q3 2026, its #1718 holding.
47 funds tracked by Wall St. Rank held iShares U.S. Power Infrastructure ETF as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.