SFS
POWR

Sowell Financial Services’s iShares U.S. Power Infrastructure ETF POWR Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-305
Closed -$5K – 1268
2021
Q1 		$5K Buy
+305
New +$4.59K ﹤0.01% 2595

Other funds holding POWR

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
SWM
Sculati Wealth Management Bloomfield Hills, Michigan $300M AUM 17.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VWA
V Wealth Advisors Overland Park, Kansas $125M AUM 24.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sowell Financial Services's POWR Position: Q2 2021 in Review

Sowell Financial Services sold out of iShares U.S. Power Infrastructure ETF (POWR) in Q2 2021, closing a stake of 305 shares — an estimated $5K sold.

Sowell Financial Services first reported a position in POWR in Q1 2021 and held it in 1 quarter. The position peaked at $5K in Q1 2021. 31 funds tracked by Wall St. Rank hold POWR as of Q2 2021.

  • Sowell Financial Services reported no remaining iShares U.S. Power Infrastructure ETF position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 305 iShares U.S. Power Infrastructure ETF shares in Q2 2021, an estimated $5K.
  • Sowell Financial Services first reported a position in iShares U.S. Power Infrastructure ETF in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's iShares U.S. Power Infrastructure ETF position peaked at $5K in Q1 2021.
  • 31 funds tracked by Wall St. Rank held iShares U.S. Power Infrastructure ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.