PS
POWR

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
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

PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
FP
FFG Partners Fort Lauderdale, Florida $352M AUM 70.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
LWM
Lionsbridge Wealth Management Jacksonville Beach, Florida $102M AUM 28.57% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
HOWA
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $340M AUM 29.73% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Planned Solutions's POWR Position: Q2 2026 in Review

Planned Solutions reduced its iShares U.S. Power Infrastructure ETF (POWR) stake by 0.34% in Q2 2026, selling an estimated $3.52K and leaving 38,044 shares worth $1.06M. The position accounts for 0.3% of the portfolio, ranked #44.

Planned Solutions first reported a position in POWR in Q3 2020 and has held it in 23 quarters since. The position peaked at $3.66M in Q1 2022. 47 funds tracked by Wall St. Rank hold POWR as of Q2 2026.

  • Planned Solutions held 38,044 shares of iShares U.S. Power Infrastructure ETF worth $1.06M as of Q2 2026.
  • Planned Solutions sold 129 iShares U.S. Power Infrastructure ETF shares in Q2 2026, an estimated $3.52K.
  • iShares U.S. Power Infrastructure ETF made up 0.3% of Planned Solutions's portfolio in Q2 2026, its #44 holding.
  • Planned Solutions first reported a position in iShares U.S. Power Infrastructure ETF in Q3 2020 and has held it in 23 quarters since.
  • Planned Solutions's iShares U.S. Power Infrastructure ETF position peaked at $3.66M in Q1 2022.
  • 47 funds tracked by Wall St. Rank held iShares U.S. Power Infrastructure ETF as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.