Diversify Advisory Services’s Powell Industries POWL Stock Holding History

Diversify Advisory Services’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 Q3	$255K	Buy	+1,494	New	+$307K	﹤0.01%	1146

Other funds holding POWL

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Quantum Private Wealth Tampa, Florida $391M AUM 50.76% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return

Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return

Cypress Asset Management Houston, Texas $506M AUM 36.14% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Diversify Advisory Services's POWL Position: Q3 2026 in Review

Diversify Advisory Services opened a new position in Powell Industries (POWL) in Q3 2026: 1,494 shares worth $255K. The stake represents ﹤0.01% of the portfolio and ranks #1146 among its holdings.

68 funds tracked by Wall St. Rank hold POWL as of Q3 2026.

Diversify Advisory Services held 1,494 shares of Powell Industries worth $255K as of Q3 2026.
Powell Industries was a new Diversify Advisory Services position in Q3 2026.
Powell Industries made up ﹤0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #1146 holding.
68 funds tracked by Wall St. Rank held Powell Industries as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.