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 Q1	$506K	Buy	+19,309	New	+$490K	0.43%	31

Other funds holding POWR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Bright Futures Wealth Management Webster, Ny 14580, New York $146M AUM

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

M Wealth Management LLC's POWR Position: Q1 2026 in Review

M Wealth Management LLC opened a new position in iShares U.S. Power Infrastructure ETF (POWR) in Q1 2026: 19,309 shares worth $506K. The stake represents 0.43% of the portfolio and ranks #31 among its holdings.

59 funds tracked by Wall St. Rank hold POWR as of Q1 2026.

M Wealth Management LLC held 19,309 shares of iShares U.S. Power Infrastructure ETF worth $506K as of Q1 2026.
iShares U.S. Power Infrastructure ETF was a new M Wealth Management LLC position in Q1 2026.
iShares U.S. Power Infrastructure ETF made up 0.43% of M Wealth Management LLC's portfolio in Q1 2026, its #31 holding.
59 funds tracked by Wall St. Rank held iShares U.S. Power Infrastructure ETF as of Q1 2026.

Based on M Wealth Management LLC's 13F filing for Q1 2026, filed 15 May 2026.