Perryman Financial Advisory’s iShares U.S. Power Infrastructure ETF POWR Stock Holding History

Perryman Financial Advisory’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 Q3	$1.24M	Buy	51,082 +29,307	+135%	+$763K	0.16%	96
2026 Q2	$609K	Buy	+21,775	New	+$595K	0.08%	125

Other funds holding POWR

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return

Teamwork Financial Advisors San Antonio, Texas $908M AUM 25.81% 1-Year Est. Return

Planned Solutions Folsom, California $365M AUM 17.53% 1-Year Est. Return

M Wealth Management LLC San Diego, California $130M AUM 10.88% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Silverlake Wealth Management Williston, Vermont $536M AUM 16.18% 1-Year Est. Return

GAA

Guardian Asset Advisors Mechanicsburg, Pennsylvania $224M AUM 21.22% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Perryman Financial Advisory's POWR Position: Q3 2026 in Review

Perryman Financial Advisory increased its iShares U.S. Power Infrastructure ETF (POWR) stake by 135% in Q3 2026, buying an estimated $763K and bringing the position to 51,082 shares worth $1.24M. The position accounts for 0.16% of the portfolio, ranked #96.

Perryman Financial Advisory first reported a position in POWR in Q2 2026 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold POWR as of Q3 2026.

Perryman Financial Advisory held 51,082 shares of iShares U.S. Power Infrastructure ETF worth $1.24M as of Q3 2026.
Perryman Financial Advisory bought 29,307 iShares U.S. Power Infrastructure ETF shares in Q3 2026, an estimated $763K.
iShares U.S. Power Infrastructure ETF made up 0.16% of Perryman Financial Advisory's portfolio in Q3 2026, its #96 holding.
Perryman Financial Advisory first reported a position in iShares U.S. Power Infrastructure ETF in Q2 2026 and has held it in 2 quarters since.
18 funds tracked by Wall St. Rank held iShares U.S. Power Infrastructure ETF as of Q3 2026.

Based on Perryman Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.