Steward Partners Investment Advisory’s iShares U.S. Power Infrastructure ETF POWR Stock Holding History

Steward Partners Investment Advisory’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 Q1	$2.77M	Buy	105,620 +103,717	+5,450%	+$2.63M	0.01%	731
2025 Q4	$44.8K	Buy	1,903 +1,304	+218%	+$32.6K	﹤0.01%	2731
2025 Q3	$15K	Hold	599	–	–	﹤0.01%	3211
2025 Q2	$14.2K	Hold	599	–	–	﹤0.01%	3049
2025 Q1	$14.9K	Hold	599	–	–	﹤0.01%	2933
2024 Q4	$13.7K	Hold	599	–	–	﹤0.01%	2958
2024 Q3	$14.9K	Hold	599	–	–	﹤0.01%	2780
2024 Q2	$15.6K	Hold	599	–	–	﹤0.01%	2621
2024 Q1	$15.9K	Hold	599	–	–	﹤0.01%	2617
2023 Q4	$14.4K	Sell	599 -2,050	-77%	-$50.6K	﹤0.01%	2549
2023 Q3	$68.3K	Hold	2,649	–	–	﹤0.01%	1761
2023 Q2	$61.4K	Buy	2,649 +2,050	+342%	+$47.9K	﹤0.01%	1798
2023 Q1	$14K	Sell	599 -139	-19%	-$3.31K	﹤0.01%	2407
2022 Q4	$17.9K	Buy	738 +139	+23%	+$3.42K	﹤0.01%	2291
2022 Q3	$13K	Hold	599	–	–	﹤0.01%	2413
2022 Q2	$13K	Hold	599	–	–	﹤0.01%	2410
2022 Q1	$14K	Hold	599	–	–	﹤0.01%	2521
2021 Q4	$11K	Hold	599	–	–	﹤0.01%	2556
2021 Q3	$11K	Hold	599	–	–	﹤0.01%	2566
2021 Q2	$10K	Buy	599 +439	+274%	+$7.25K	﹤0.01%	6052
2021 Q1	$2.51K	Buy	+160	New	+$2.41K	﹤0.01%	3182

Other funds holding POWR

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return

AIP

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

BFWM

Bright Futures Wealth Management Webster, Ny 14580, New York $146M AUM

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Steward Partners Investment Advisory's POWR Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its iShares U.S. Power Infrastructure ETF (POWR) stake by 5,450% in Q1 2026, buying an estimated $2.63M and bringing the position to 105,620 shares worth $2.77M. The position accounts for 0.01% of the portfolio, ranked #731.

Steward Partners Investment Advisory first reported a position in POWR in Q1 2021 and has held it in 21 quarters since. 59 funds tracked by Wall St. Rank hold POWR as of Q1 2026.

Steward Partners Investment Advisory held 105,620 shares of iShares U.S. Power Infrastructure ETF worth $2.77M as of Q1 2026.
Steward Partners Investment Advisory bought 103,717 iShares U.S. Power Infrastructure ETF shares in Q1 2026, an estimated $2.63M.
iShares U.S. Power Infrastructure ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #731 holding.
Steward Partners Investment Advisory first reported a position in iShares U.S. Power Infrastructure ETF in Q1 2021 and has held it in 21 quarters since.
59 funds tracked by Wall St. Rank held iShares U.S. Power Infrastructure ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.