Osaic Holdings
POWR

Osaic Holdings’s iShares U.S. Power Infrastructure ETF POWR Stock Holding History

Osaic Holdings’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 		$404K Buy
15,399
+8,807
+134% +$224K ﹤0.01% 3554
2025
Q4 		$155K Buy
6,592
+2,507
+61% +$62.8K ﹤0.01% 4347
2025
Q3 		$103K Hold
4,085
– – ﹤0.01% 4745
2025
Q2 		$96.9K Sell
4,085
-615
-13% -$14.1K ﹤0.01% 4525
2025
Q1 		$117K Sell
4,700
-1,047
-18% -$24.9K ﹤0.01% 4060
2024
Q4 		$131K Sell
5,747
-1,921
-25% -$47.4K ﹤0.01% 3974
2024
Q3 		$190K Sell
7,668
-2,450
-24% -$62K ﹤0.01% 3685
2024
Q2 		$263K Sell
10,118
-635
-6% -$17K ﹤0.01% 3314
2024
Q1 		$285K Sell
10,753
-210
-2% -$5.15K ﹤0.01% 3379
2023
Q4 		$264K Sell
10,963
-3,314
-23% -$81.8K ﹤0.01% 3697
2023
Q3 		$368K Buy
14,277
+4,389
+44% +$108K ﹤0.01% 3509
2023
Q2 		$229K Buy
9,888
+1,572
+19% +$36.7K ﹤0.01% 3788
2023
Q1 		$194K Sell
8,316
-4,436
-35% -$106K ﹤0.01% 3891
2022
Q4 		$310K Buy
12,752
+170
+1% +$4.18K ﹤0.01% 3485
2022
Q3 		$269K Sell
12,582
-313
-2% -$6.94K ﹤0.01% 3476
2022
Q2 		$274K Sell
12,895
-643
-5% -$15.1K ﹤0.01% 3500
2022
Q1 		$307K Buy
13,538
+706
+6% +$14.8K ﹤0.01% 3666
2021
Q4 		$229K Sell
12,832
-1,182
-8% -$21.8K ﹤0.01% 3822
2021
Q3 		$247K Sell
14,014
-5,655
-29% -$91.3K ﹤0.01% 3712
2021
Q2 		$335K Buy
19,669
+3,244
+20% +$53.5K ﹤0.01% 3411
2021
Q1 		$257K Sell
16,425
-10,450
-39% -$157K ﹤0.01% 3523
2020
Q4 		$351K Sell
26,875
-5,749
-18% -$68.3K ﹤0.01% 2970
2020
Q3 		$341K Buy
32,624
+422
+1% +$5.03K ﹤0.01% 2776
2020
Q2 		$395K Buy
32,202
+1,485
+5% +$18K ﹤0.01% 2541
2020
Q1 		$320K Buy
+30,717
New +$473K ﹤0.01% 2467

Other funds holding POWR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
BFWM
Bright Futures Wealth Management Webster, Ny 14580, New York $155M AUM 32.3% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Osaic Holdings's POWR Position: Q1 2026 in Review

Osaic Holdings increased its iShares U.S. Power Infrastructure ETF (POWR) stake by 134% in Q1 2026, buying an estimated $224K and bringing the position to 15,399 shares worth $404K. The position accounts for ﹤0.01% of the portfolio, ranked #3554.

Osaic Holdings first reported a position in POWR in Q1 2020 and has held it in 25 quarters since. 59 funds tracked by Wall St. Rank hold POWR as of Q1 2026.

  • Osaic Holdings held 15,399 shares of iShares U.S. Power Infrastructure ETF worth $404K as of Q1 2026.
  • Osaic Holdings bought 8,807 iShares U.S. Power Infrastructure ETF shares in Q1 2026, an estimated $224K.
  • iShares U.S. Power Infrastructure ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #3554 holding.
  • Osaic Holdings first reported a position in iShares U.S. Power Infrastructure ETF in Q1 2020 and has held it in 25 quarters since.
  • 59 funds tracked by Wall St. Rank held iShares U.S. Power Infrastructure ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.