IFP Advisors’s Powell Industries POWL Stock Holding History

IFP Advisors’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	$371K	Buy	2,011 +718	+56%	+$147K	0.01%	1212
2026 Q2	$370K	Buy	1,293 +1,086	+525%	+$295K	0.01%	1183
2026 Q1	$37.3K	Buy	207 +201	+3,350%	+$32.8K	﹤0.01%	2412
2025 Q4	$638	Hold	6	–	–	﹤0.01%	4216
2025 Q3	$610	Buy	+6	New	+$509	﹤0.01%	4116
2025 Q2	–	Hold	0	–	–	–	3972
2025 Q1	–	Sell	-3	Closed	-$222	–	4558
2024 Q4	$222	Buy	+3	New	+$268	﹤0.01%	3684
2024 Q2	–	Sell	-24	Closed	-$1.14K	–	3316
2024 Q1	$1.14K	Buy	+24	New	+$1.03K	﹤0.01%	2838
2022 Q4	–	Sell	-9,465	Closed	-$108K	–	4778
2022 Q3	$108K	Hold	9,465	–	–	﹤0.01%	1805
2022 Q2	$108K	Hold	9,465	–	–	﹤0.01%	1639
2022 Q1	$108K	Buy	+9,465	New	+$77.4K	﹤0.01%	1639
2017 Q1	–	Sell	-6	Closed	–	–	4096
2016 Q4	$0	Hold	6	–	–	﹤0.01%	4096
2016 Q3	$0	Hold	6	–	–	﹤0.01%	4003
2016 Q2	$0	Buy	+6	New	+$67	﹤0.01%	4009
2016 Q1	–	Sell	-6	Closed	–	–	3159
2015 Q4	$0	Buy	+6	New	+$62	﹤0.01%	3776

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

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

AIM

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

CAM

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

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

IFP Advisors's POWL Position: Q3 2026 in Review

IFP Advisors increased its Powell Industries (POWL) stake by 56% in Q3 2026, buying an estimated $147K and bringing the position to 2,011 shares worth $371K. The position accounts for 0.01% of the portfolio, ranked #1212.

IFP Advisors first reported a position in POWL in Q4 2015 and has held it in 14 quarters since. 50 funds tracked by Wall St. Rank hold POWL as of Q3 2026.

IFP Advisors held 2,011 shares of Powell Industries worth $371K as of Q3 2026.
IFP Advisors bought 718 Powell Industries shares in Q3 2026, an estimated $147K.
Powell Industries made up 0.01% of IFP Advisors's portfolio in Q3 2026, its #1212 holding.
IFP Advisors first reported a position in Powell Industries in Q4 2015 and has held it in 14 quarters since.
50 funds tracked by Wall St. Rank held Powell Industries as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.