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CreativeOne Wealth’s Powell Industries POWL Stock Holding History

CreativeOne Wealth’s Portfolio POWL Stock Details POWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$281K Buy
+982
New +$266K 0.01% 1022

Other funds holding POWL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CreativeOne Wealth's POWL Position: Q2 2026 in Review

CreativeOne Wealth opened a new position in Powell Industries (POWL) in Q2 2026: 982 shares worth $281K. The stake represents 0.01% of the portfolio and ranks #1022 among its holdings.

580 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • CreativeOne Wealth held 982 shares of Powell Industries worth $281K as of Q2 2026.
  • Powell Industries was a new CreativeOne Wealth position in Q2 2026.
  • Powell Industries made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #1022 holding.
  • 580 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.