MCC
POWR

Money Concepts Capital’s iShares U.S. Power Infrastructure ETF POWR Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-2,075
Closed -$50.3K – 1318
2022
Q4 		$50.3K Buy
+2,075
New +$51K ﹤0.01% 1243
2022
Q2 		– Sell
-1,146
Closed -$26K – 1836
2022
Q1 		$26K Buy
+1,146
New +$24K ﹤0.01% 1493

Other funds holding POWR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Money Concepts Capital's POWR Position: Q1 2023 in Review

Money Concepts Capital sold out of iShares U.S. Power Infrastructure ETF (POWR) in Q1 2023, closing a stake of 2,075 shares — an estimated $50.3K sold.

Money Concepts Capital first reported a position in POWR in Q1 2022 and held it in 2 quarters. The position peaked at $50.3K in Q4 2022. 32 funds tracked by Wall St. Rank hold POWR as of Q1 2023.

  • Money Concepts Capital reported no remaining iShares U.S. Power Infrastructure ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 2,075 iShares U.S. Power Infrastructure ETF shares in Q1 2023, an estimated $50.3K.
  • Money Concepts Capital first reported a position in iShares U.S. Power Infrastructure ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's iShares U.S. Power Infrastructure ETF position peaked at $50.3K in Q4 2022.
  • 32 funds tracked by Wall St. Rank held iShares U.S. Power Infrastructure ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.