IPW
POWR

Impact Partnership Wealth’s iShares U.S. Power Infrastructure ETF POWR Stock Holding History

Impact Partnership Wealth’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
2023
Q3 		– Sell
-678
Closed -$15.7K – 1074
2023
Q2 		$15.7K Buy
+678
New +$15.8K 0.01% 375

Other funds holding POWR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Impact Partnership Wealth's POWR Position: Q3 2023 in Review

Impact Partnership Wealth sold out of iShares U.S. Power Infrastructure ETF (POWR) in Q3 2023, closing a stake of 678 shares — an estimated $15.7K sold.

Impact Partnership Wealth first reported a position in POWR in Q2 2023 and held it in 1 quarter. The position peaked at $15.7K in Q2 2023. 31 funds tracked by Wall St. Rank hold POWR as of Q3 2023.

  • Impact Partnership Wealth reported no remaining iShares U.S. Power Infrastructure ETF position as of Q3 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 678 iShares U.S. Power Infrastructure ETF shares in Q3 2023, an estimated $15.7K.
  • Impact Partnership Wealth first reported a position in iShares U.S. Power Infrastructure ETF in Q2 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's iShares U.S. Power Infrastructure ETF position peaked at $15.7K in Q2 2023.
  • 31 funds tracked by Wall St. Rank held iShares U.S. Power Infrastructure ETF as of Q3 2023.

Based on Impact Partnership Wealth's 13F filing for Q3 2023, filed 17 Oct 2023.