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

M Wealth Management LLC’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 		$467K Hold
19,309
– – 0.36% 40
2026
Q2 		$540K Hold
19,309
– – 0.42% 36
2026
Q1 		$506K Buy
+19,309
New +$490K 0.43% 31

Other funds holding POWR

Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
HOWA
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
Teamwork Financial Advisors
Teamwork Financial Advisors San Antonio, Texas $908M AUM 25.81% 1-Year Est. Return
PS
Planned Solutions Folsom, California $365M AUM 17.53% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
GAA
Guardian Asset Advisors Mechanicsburg, Pennsylvania $224M AUM 21.22% 1-Year Est. Return
Fiduciary Financial Group
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
Private Trust Company
Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

M Wealth Management LLC's POWR Position: Q3 2026 in Review

M Wealth Management LLC held its iShares U.S. Power Infrastructure ETF (POWR) position steady in Q3 2026 at 19,309 shares worth $467K. The position accounts for 0.36% of the portfolio, ranked #40.

M Wealth Management LLC first reported a position in POWR in Q1 2026 and has held it in 3 quarters since. The position peaked at $540K in Q2 2026. 15 funds tracked by Wall St. Rank hold POWR as of Q3 2026.

  • M Wealth Management LLC held 19,309 shares of iShares U.S. Power Infrastructure ETF worth $467K as of Q3 2026.
  • M Wealth Management LLC left its iShares U.S. Power Infrastructure ETF share count unchanged in Q3 2026.
  • iShares U.S. Power Infrastructure ETF made up 0.36% of M Wealth Management LLC's portfolio in Q3 2026, its #40 holding.
  • M Wealth Management LLC first reported a position in iShares U.S. Power Infrastructure ETF in Q1 2026 and has held it in 3 quarters since.
  • M Wealth Management LLC's iShares U.S. Power Infrastructure ETF position peaked at $540K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held iShares U.S. Power Infrastructure ETF as of Q3 2026.

Based on M Wealth Management LLC's 13F filing for Q3 2026, filed 14 Oct 2026.