Sterling Investment Advisors (Missouri)’s iShares U.S. Power Infrastructure ETF POWR Stock Holding History

Sterling Investment Advisors (Missouri)’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 Q2	–	Sell	-16,101	Closed	-$365K	–	26
2022 Q1	$365K	Hold	16,101	–	–	0.22%	21
2021 Q4	$287K	Buy	16,101 +421	+3%	+$7.75K	0.16%	22
2021 Q3	$276K	Hold	15,680	–	–	0.17%	23
2021 Q2	$267K	Buy	15,680 +213	+1%	+$3.52K	0.16%	23
2021 Q1	$243K	Hold	15,467	–	–	0.15%	24
2020 Q4	$202K	Buy	+15,467	New	+$184K	0.13%	27

Other funds holding POWR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

Sterling Investment Advisors (Missouri)'s POWR Position: Q2 2022 in Review

Sterling Investment Advisors (Missouri) sold out of iShares U.S. Power Infrastructure ETF (POWR) in Q2 2022, closing a stake of 16,101 shares — an estimated $365K sold.

Sterling Investment Advisors (Missouri) first reported a position in POWR in Q4 2020 and held it in 6 quarters. The position peaked at $365K in Q1 2022. 37 funds tracked by Wall St. Rank hold POWR as of Q2 2022.

Sterling Investment Advisors (Missouri) reported no remaining iShares U.S. Power Infrastructure ETF position as of Q2 2022 after selling out during the quarter.
Sterling Investment Advisors (Missouri) sold 16,101 iShares U.S. Power Infrastructure ETF shares in Q2 2022, an estimated $365K.
Sterling Investment Advisors (Missouri) first reported a position in iShares U.S. Power Infrastructure ETF in Q4 2020 and held it in 6 quarters.
Sterling Investment Advisors (Missouri)'s iShares U.S. Power Infrastructure ETF position peaked at $365K in Q1 2022.
37 funds tracked by Wall St. Rank held iShares U.S. Power Infrastructure ETF as of Q2 2022.

Based on Sterling Investment Advisors (Missouri)'s 13F filing for Q2 2022, filed 27 Jul 2022.