Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
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
–
1269
2021
Q1
$5K
Buy
+305
New
+$4.59K
﹤0.01%
2595
Other funds holding POWR
Fisher Asset Management
Camas, Washington
$295B AUM
31.6%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
AIP
ARS Investment Partners
New York
$2.29B AUM
113.95%
1-Year Est. Return
PS
Planned Solutions
Folsom, California
$303M AUM
16.18%
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
$271M AUM
17.23%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
VWA
V Wealth Advisors
Overland Park, Kansas
$124M AUM
24.7%
1-Year Est. Return
Commonwealth Equity Services
Waltham, Massachusetts
$71.6B AUM
21.08%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close