GCA
POWR

Gradient Capital Advisors’s iShares U.S. Power Infrastructure ETF POWR Stock Holding History

Gradient Capital 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
2025
Q4 		– Sell
-13,065
Closed -$328K – 176
2025
Q3 		$328K Hold
13,065
– – 0.09% 124
2025
Q2 		$310K Sell
13,065
-378
-3% -$8.67K 0.09% 128
2025
Q1 		$334K Sell
13,443
-145
-1% -$3.45K 0.11% 114
2024
Q4 		$310K Sell
13,588
-684
-5% -$16.9K 0.1% 119
2024
Q3 		$354K Sell
14,272
-368
-3% -$9.31K 0.12% 111
2024
Q2 		$380K Buy
14,640
+240
+2% +$6.42K 0.14% 106
2024
Q1 		$382K Hold
14,400
– – 0.14% 107
2023
Q4 		$347K Buy
14,400
+139
+1% +$3.43K 0.13% 112
2023
Q3 		$368K Hold
14,261
– – 0.15% 99
2023
Q2 		$330K Hold
14,261
– – 0.13% 107
2023
Q1 		$333K Hold
14,261
– – 0.14% 100
2022
Q4 		$346K Sell
14,261
-109
-0.8% -$2.68K 0.16% 95
2022
Q3 		$307K Hold
14,370
– – 0.15% 98
2022
Q2 		$305K Sell
14,370
-5,398
-27% -$127K 0.15% 95
2022
Q1 		$449K Sell
19,768
-788
-4% -$16.5K 0.19% 85
2021
Q4 		$367K Sell
20,556
-2,540
-11% -$46.7K 0.15% 91
2021
Q3 		$406K Sell
23,096
-395
-2% -$6.38K 0.19% 85
2021
Q2 		$400K Sell
23,491
-2,944
-11% -$48.6K 0.19% 87
2021
Q1 		$415K Hold
26,435
– – 0.22% 82
2020
Q4 		$345K Sell
26,435
-1,171
-4% -$13.9K 0.2% 81
2020
Q3 		$288K Sell
27,606
-476
-2% -$5.67K 0.18% 85
2020
Q2 		$344K Hold
28,082
– – 0.23% 78
2020
Q1 		$293K Sell
28,082
-3,278
-10% -$50.5K 0.24% 79
2019
Q4 		$594K Buy
31,360
+628
+2% +$11.8K 0.41% 53
2019
Q3 		$578K Hold
30,732
– – 0.43% 52
2019
Q2 		$620K Buy
30,732
+181
+0.6% +$3.7K 0.48% 47
2019
Q1 		$640K Sell
30,551
-147
-0.5% -$2.99K 0.51% 43
2018
Q4 		$568K Buy
30,698
+416
+1% +$8.79K 0.49% 43
2018
Q3 		$723K Buy
30,282
+80
+0.3% +$1.84K 0.61% 33
2018
Q2 		$699K Sell
30,202
-3,187
-10% -$72.8K 0.65% 34
2018
Q1 		$696K Sell
33,389
-1,311
-4% -$28K 0.7% 32
2017
Q4 		$748K Buy
+34,700
New +$720K 0.77% 30

Other funds holding POWR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BFWM
Bright Futures Wealth Management Webster, Ny 14580, New York $155M AUM 32.3% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CP
Creekside Partners Petaluma, California $276M AUM 25.75% 1-Year Est. Return

Gradient Capital Advisors's POWR Position: Q4 2025 in Review

Gradient Capital Advisors sold out of iShares U.S. Power Infrastructure ETF (POWR) in Q4 2025, closing a stake of 13,065 shares — an estimated $328K sold.

Gradient Capital Advisors first reported a position in POWR in Q4 2017 and held it in 32 quarters. The position peaked at $748K in Q4 2017. 45 funds tracked by Wall St. Rank hold POWR as of Q4 2025.

  • Gradient Capital Advisors reported no remaining iShares U.S. Power Infrastructure ETF position as of Q4 2025 after selling out during the quarter.
  • Gradient Capital Advisors sold 13,065 iShares U.S. Power Infrastructure ETF shares in Q4 2025, an estimated $328K.
  • Gradient Capital Advisors first reported a position in iShares U.S. Power Infrastructure ETF in Q4 2017 and held it in 32 quarters.
  • Gradient Capital Advisors's iShares U.S. Power Infrastructure ETF position peaked at $748K in Q4 2017.
  • 45 funds tracked by Wall St. Rank held iShares U.S. Power Infrastructure ETF as of Q4 2025.

Based on Gradient Capital Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.