Moss Adams Wealth Advisors’s iShares U.S. Power Infrastructure ETF POWR Stock Holding History

Moss Adams Wealth Advisors’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	-200	Closed	-$4.85K	–	191
2022 Q4	$4.85K	Buy	+200	New	+$4.91K	﹤0.01%	152

Other funds holding POWR

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

AIP

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Moss Adams Wealth Advisors's POWR Position: Q1 2023 in Review

Moss Adams Wealth Advisors sold out of iShares U.S. Power Infrastructure ETF (POWR) in Q1 2023, closing a stake of 200 shares — an estimated $4.85K sold.

Moss Adams Wealth Advisors first reported a position in POWR in Q4 2022 and held it in 1 quarter. The position peaked at $4.85K in Q4 2022. 32 funds tracked by Wall St. Rank hold POWR as of Q1 2023.

Moss Adams Wealth Advisors reported no remaining iShares U.S. Power Infrastructure ETF position as of Q1 2023 after selling out during the quarter.
Moss Adams Wealth Advisors sold 200 iShares U.S. Power Infrastructure ETF shares in Q1 2023, an estimated $4.85K.
Moss Adams Wealth Advisors first reported a position in iShares U.S. Power Infrastructure ETF in Q4 2022 and held it in 1 quarter.
Moss Adams Wealth Advisors's iShares U.S. Power Infrastructure ETF position peaked at $4.85K in Q4 2022.
32 funds tracked by Wall St. Rank held iShares U.S. Power Infrastructure ETF as of Q1 2023.

Based on Moss Adams Wealth Advisors's 13F filing for Q1 2023, filed 20 Dec 2023.