Next Financial Group’s iShares U.S. Power Infrastructure ETF POWR Stock Holding History

Next Financial Group’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
2021 Q4	$21K	Hold	1,198	–	–	﹤0.01%	1860
2021 Q3	$21K	Hold	1,198	–	–	﹤0.01%	1776
2021 Q2	$20K	Hold	1,198	–	–	﹤0.01%	1740
2021 Q1	$19K	Hold	1,198	–	–	﹤0.01%	1659
2020 Q4	$16K	Hold	1,198	–	–	﹤0.01%	1629
2020 Q3	$13K	Buy	+1,198	New	+$14.3K	﹤0.01%	1543

Other funds holding POWR

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

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

FTUS

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

AIP

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

Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SWM

Sculati Wealth Management Bloomfield Hills, Michigan $300M AUM 17.56% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Next Financial Group's POWR Position: Q4 2021 in Review

Next Financial Group held its iShares U.S. Power Infrastructure ETF (POWR) position steady in Q4 2021 at 1,198 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #1860.

Next Financial Group first reported a position in POWR in Q3 2020 and has held it in 6 quarters since. 34 funds tracked by Wall St. Rank hold POWR as of Q4 2021.

Next Financial Group held 1,198 shares of iShares U.S. Power Infrastructure ETF worth $21K as of Q4 2021.
Next Financial Group left its iShares U.S. Power Infrastructure ETF share count unchanged in Q4 2021.
iShares U.S. Power Infrastructure ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1860 holding.
Next Financial Group first reported a position in iShares U.S. Power Infrastructure ETF in Q3 2020 and has held it in 6 quarters since.
34 funds tracked by Wall St. Rank held iShares U.S. Power Infrastructure ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.