HP
POW

Holistic Planning’s VistaShares Electrification Supercycle ETF POW Stock Holding History

Holistic Planning’s Portfolio POW Stock Details POW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$426K Buy
+13,744
New +$411K 0.07% 229

Other funds holding POW

BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return
AW
Ankerstar Wealth Leander, Texas $119M AUM
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Holistic Planning's POW Position: Q2 2026 in Review

Holistic Planning opened a new position in VistaShares Electrification Supercycle ETF (POW) in Q2 2026: 13,744 shares worth $426K. The stake represents 0.07% of the portfolio and ranks #229 among its holdings.

19 funds tracked by Wall St. Rank hold POW as of Q2 2026.

  • Holistic Planning held 13,744 shares of VistaShares Electrification Supercycle ETF worth $426K as of Q2 2026.
  • VistaShares Electrification Supercycle ETF was a new Holistic Planning position in Q2 2026.
  • VistaShares Electrification Supercycle ETF made up 0.07% of Holistic Planning's portfolio in Q2 2026, its #229 holding.
  • 19 funds tracked by Wall St. Rank held VistaShares Electrification Supercycle ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.