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EWG Elevate’s iShares U.S. Power Infrastructure ETF POWR Stock Holding History

EWG Elevate’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 		– Sell
-38,053
Closed -$917K – 131
2023
Q4 		$917K Buy
+38,053
New +$940K 0.38% 54

Other funds holding POWR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
ARS Investment Partners
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Planned Solutions
Planned Solutions Folsom, California $365M AUM 17.53% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cetera Advisor Networks
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

EWG Elevate's POWR Position: Q1 2024 in Review

EWG Elevate sold out of iShares U.S. Power Infrastructure ETF (POWR) in Q1 2024, closing a stake of 38,053 shares — an estimated $917K sold.

EWG Elevate first reported a position in POWR in Q4 2023 and held it in 1 quarter. The position peaked at $917K in Q4 2023. 40 funds tracked by Wall St. Rank hold POWR as of Q1 2024.

  • EWG Elevate reported no remaining iShares U.S. Power Infrastructure ETF position as of Q1 2024 after selling out during the quarter.
  • EWG Elevate sold 38,053 iShares U.S. Power Infrastructure ETF shares in Q1 2024, an estimated $917K.
  • EWG Elevate first reported a position in iShares U.S. Power Infrastructure ETF in Q4 2023 and held it in 1 quarter.
  • EWG Elevate's iShares U.S. Power Infrastructure ETF position peaked at $917K in Q4 2023.
  • 40 funds tracked by Wall St. Rank held iShares U.S. Power Infrastructure ETF as of Q1 2024.

Based on EWG Elevate's 13F filing for Q1 2024, filed 10 Apr 2024.