Jones Financial Companies
POWR

Jones Financial Companies’s iShares U.S. Power Infrastructure ETF POWR Stock Holding History

Jones Financial Companies’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
2026
Q1 		$1.06M Buy
40,513
+22,177
+121% +$563K ﹤0.01% 1696
2025
Q4 		$431K Buy
18,336
+10,387
+131% +$260K ﹤0.01% 1583
2025
Q3 		$205K Buy
7,949
+1,170
+17% +$28.8K ﹤0.01% 1775
2025
Q2 		$161K Buy
6,779
+745
+12% +$17.1K ﹤0.01% 1751
2025
Q1 		$149K Buy
6,034
+2,347
+64% +$55.9K ﹤0.01% 1611
2024
Q4 		$84.2K Buy
3,687
+1,352
+58% +$33.4K ﹤0.01% 1684
2024
Q3 		$57.8K Buy
+2,335
New +$59K ﹤0.01% 1591

Other funds holding POWR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
BFWM
Bright Futures Wealth Management Webster, Ny 14580, New York $155M AUM 32.3% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Jones Financial Companies's POWR Position: Q1 2026 in Review

Jones Financial Companies increased its iShares U.S. Power Infrastructure ETF (POWR) stake by 121% in Q1 2026, buying an estimated $563K and bringing the position to 40,513 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #1696.

Jones Financial Companies first reported a position in POWR in Q3 2024 and has held it in 7 quarters since. 59 funds tracked by Wall St. Rank hold POWR as of Q1 2026.

  • Jones Financial Companies held 40,513 shares of iShares U.S. Power Infrastructure ETF worth $1.06M as of Q1 2026.
  • Jones Financial Companies bought 22,177 iShares U.S. Power Infrastructure ETF shares in Q1 2026, an estimated $563K.
  • iShares U.S. Power Infrastructure ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1696 holding.
  • Jones Financial Companies first reported a position in iShares U.S. Power Infrastructure ETF in Q3 2024 and has held it in 7 quarters since.
  • 59 funds tracked by Wall St. Rank held iShares U.S. Power Infrastructure ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.