MPCL
POWR

My Personal CFO LLC’s iShares U.S. Power Infrastructure ETF POWR Stock Holding History

My Personal CFO 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
2023
Q1 		– Sell
-3
Closed -$75.3K – 334
2022
Q4 		$75.3K Buy
+3
New +$74 0.07% 107

Other funds holding POWR

LPL Financial
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
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 $45.6B AUM 18.83% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

My Personal CFO LLC's POWR Position: Q1 2023 in Review

My Personal CFO LLC sold out of iShares U.S. Power Infrastructure ETF (POWR) in Q1 2023, closing a stake of 3 shares — an estimated $75.3K sold.

My Personal CFO LLC first reported a position in POWR in Q4 2022 and held it in 1 quarter. The position peaked at $75.3K in Q4 2022. 32 funds tracked by Wall St. Rank hold POWR as of Q1 2023.

  • My Personal CFO LLC reported no remaining iShares U.S. Power Infrastructure ETF position as of Q1 2023 after selling out during the quarter.
  • My Personal CFO LLC sold 3 iShares U.S. Power Infrastructure ETF shares in Q1 2023, an estimated $75.3K.
  • My Personal CFO LLC first reported a position in iShares U.S. Power Infrastructure ETF in Q4 2022 and held it in 1 quarter.
  • My Personal CFO LLC's iShares U.S. Power Infrastructure ETF position peaked at $75.3K in Q4 2022.
  • 32 funds tracked by Wall St. Rank held iShares U.S. Power Infrastructure ETF as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.