Lionsbridge Wealth Management
POWR icon

Lionsbridge Wealth Management’s iShares U.S. Power Infrastructure ETF POWR Stock Holding History

Lionsbridge Wealth Management’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
Q3 		– Sell
-57,096
Closed -$1.6M – 66
2026
Q2 		$1.6M Buy
+57,096
New +$1.56M 1.57% 25

Other funds holding POWR

Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Heritage Oak Wealth Advisors
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return
Perryman Financial Advisory
Perryman Financial Advisory Dallas, Texas $791M AUM 21.08% 1-Year Est. Return
Bright Futures Wealth Management
Bright Futures Wealth Management Webster, Ny 14580, New York $145M AUM 22.87% 1-Year Est. Return
James J. Burns & Company
James J. Burns & Company Melville, New York $937M AUM 13.35% 1-Year Est. Return
Teamwork Financial Advisors
Teamwork Financial Advisors San Antonio, Texas $908M AUM 25.81% 1-Year Est. Return
Planned Solutions
Planned Solutions Folsom, California $365M AUM 17.53% 1-Year Est. Return
M Wealth Management LLC
M Wealth Management LLC San Diego, California $130M AUM 10.88% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

Lionsbridge Wealth Management's POWR Position: Q3 2026 in Review

Lionsbridge Wealth Management sold out of iShares U.S. Power Infrastructure ETF (POWR) in Q3 2026, closing a stake of 57,096 shares — an estimated $1.6M sold.

Lionsbridge Wealth Management first reported a position in POWR in Q2 2026 and held it in 1 quarter. The position peaked at $1.6M in Q2 2026. 25 funds tracked by Wall St. Rank hold POWR as of Q3 2026.

  • Lionsbridge Wealth Management reported no remaining iShares U.S. Power Infrastructure ETF position as of Q3 2026 after selling out during the quarter.
  • Lionsbridge Wealth Management sold 57,096 iShares U.S. Power Infrastructure ETF shares in Q3 2026, an estimated $1.6M.
  • Lionsbridge Wealth Management first reported a position in iShares U.S. Power Infrastructure ETF in Q2 2026 and held it in 1 quarter.
  • Lionsbridge Wealth Management's iShares U.S. Power Infrastructure ETF position peaked at $1.6M in Q2 2026.
  • 25 funds tracked by Wall St. Rank held iShares U.S. Power Infrastructure ETF as of Q3 2026.

Based on Lionsbridge Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.