Planned Solutions
POWR icon

Planned Solutions’s iShares U.S. Power Infrastructure ETF POWR Stock Holding History

Planned Solutions’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 		$488K Sell
20,172
-17,872
-47% -$465K 0.13% 76
2026
Q2 		$1.06M Sell
38,044
-129
-0.3% -$3.52K 0.3% 44
2026
Q1 		$1M Sell
38,173
-36
-0.1% -$914 0.33% 39
2025
Q4 		$899K Sell
38,209
-3
-0% -$75 0.29% 40
2025
Q3 		$959K Buy
38,212
+523
+1% +$12.9K 0.33% 37
2025
Q2 		$894K Sell
37,689
-44,414
-54% -$1.02M 0.34% 38
2025
Q1 		$2.04M Buy
82,103
+1,136
+1% +$27.1K 0.83% 22
2024
Q4 		$1.85M Sell
80,967
-31,208
-28% -$770K 0.75% 23
2024
Q3 		$2.78M Buy
112,175
+3,899
+4% +$98.6K 1.12% 16
2024
Q2 		$2.81M Sell
108,276
-3,758
-3% -$101K 1.36% 17
2024
Q1 		$2.97M Sell
112,034
-883
-0.8% -$21.6K 1.46% 14
2023
Q4 		$2.72M Sell
112,917
-1,201
-1% -$29.7K 1.27% 15
2023
Q3 		$2.94M Buy
114,118
+1,631
+1% +$40.2K 1.77% 13
2023
Q2 		$2.61M Buy
112,487
+1,924
+2% +$44.9K 1.54% 14
2023
Q1 		$2.58M Sell
110,563
-1,982
-2% -$47.2K 1.63% 14
2022
Q4 		$2.73M Sell
112,545
-1,157
-1% -$28.4K 2% 11
2022
Q3 		$2.43M Sell
113,702
-48,116
-30% -$1.07M 2.03% 13
2022
Q2 		$3.44M Buy
161,818
+442
+0.3% +$10.4K 3.21% 7
2022
Q1 		$3.66M Buy
161,376
+18,123
+13% +$380K 2.56% 9
2021
Q4 		$2.56M Buy
+143,253
New +$2.64M 1.71% 12
2021
Q2 		$2.36M Buy
138,832
+3,533
+3% +$58.3K 1.63% 12
2021
Q1 		$2.12M Buy
135,299
+9,749
+8% +$147K 1.66% 11
2020
Q4 		$1.64M Buy
125,550
+14,474
+13% +$172K 1.31% 12
2020
Q3 		$1.16M Buy
+111,076
New +$1.32M 1.13% 12

Other funds holding POWR

Parcion Private Wealth
Parcion Private Wealth Bellevue, Washington $1.85B AUM 22.28% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
StoneX Group
StoneX Group New York $2.75B AUM 24.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
ARS Investment Partners
ARS Investment Partners New York $2.23B AUM 74.02% 1-Year Est. Return
Heritage Oak Wealth Advisors
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return
Perryman Financial Advisory
Perryman Financial Advisory Dallas, Texas $791M AUM 21.08% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Bright Futures Wealth Management
Bright Futures Wealth Management Webster, Ny 14580, New York $145M AUM 22.87% 1-Year Est. Return

Planned Solutions's POWR Position: Q3 2026 in Review

Planned Solutions reduced its iShares U.S. Power Infrastructure ETF (POWR) stake by 47% in Q3 2026, selling an estimated $465K and leaving 20,172 shares worth $488K. The position accounts for 0.13% of the portfolio, ranked #76.

Planned Solutions first reported a position in POWR in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.66M in Q1 2022. 42 funds tracked by Wall St. Rank hold POWR as of Q3 2026.

  • Planned Solutions held 20,172 shares of iShares U.S. Power Infrastructure ETF worth $488K as of Q3 2026.
  • Planned Solutions sold 17,872 iShares U.S. Power Infrastructure ETF shares in Q3 2026, an estimated $465K.
  • iShares U.S. Power Infrastructure ETF made up 0.13% of Planned Solutions's portfolio in Q3 2026, its #76 holding.
  • Planned Solutions first reported a position in iShares U.S. Power Infrastructure ETF in Q3 2020 and has held it in 24 quarters since.
  • Planned Solutions's iShares U.S. Power Infrastructure ETF position peaked at $3.66M in Q1 2022.
  • 42 funds tracked by Wall St. Rank held iShares U.S. Power Infrastructure ETF as of Q3 2026.

Based on Planned Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.