PCP
POWR

Proficio Capital Partners’s iShares U.S. Power Infrastructure ETF POWR Stock Holding History

Proficio Capital Partners’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
2022
Q3 		– Sell
-346,509
Closed -$1.16M – 268
2022
Q2 		$1.16M Buy
+346,509
New +$8.13M 0.22% 70

Other funds holding POWR

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Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Proficio Capital Partners's POWR Position: Q3 2022 in Review

Proficio Capital Partners sold out of iShares U.S. Power Infrastructure ETF (POWR) in Q3 2022, closing a stake of 346,509 shares — an estimated $1.16M sold.

Proficio Capital Partners first reported a position in POWR in Q2 2022 and held it in 1 quarter. The position peaked at $1.16M in Q2 2022. 37 funds tracked by Wall St. Rank hold POWR as of Q3 2022.

  • Proficio Capital Partners reported no remaining iShares U.S. Power Infrastructure ETF position as of Q3 2022 after selling out during the quarter.
  • Proficio Capital Partners sold 346,509 iShares U.S. Power Infrastructure ETF shares in Q3 2022, an estimated $1.16M.
  • Proficio Capital Partners first reported a position in iShares U.S. Power Infrastructure ETF in Q2 2022 and held it in 1 quarter.
  • Proficio Capital Partners's iShares U.S. Power Infrastructure ETF position peaked at $1.16M in Q2 2022.
  • 37 funds tracked by Wall St. Rank held iShares U.S. Power Infrastructure ETF as of Q3 2022.

Based on Proficio Capital Partners's 13F filing for Q3 2022, filed 11 Oct 2022.