Summit Wealth Partners’s iShares U.S. Power Infrastructure ETF POWR Stock Holding History

Summit Wealth 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
2026 Q2	$429K	Buy	+15,351	New	+$419K	0.06%	190

Other funds holding POWR

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

PPW

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FFG Partners Fort Lauderdale, Florida $352M AUM 70.53% 1-Year Est. Return

Palladiem Bryn Mawr, Pennsylvania $103M AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Summit Wealth Partners's POWR Position: Q2 2026 in Review

Summit Wealth Partners opened a new position in iShares U.S. Power Infrastructure ETF (POWR) in Q2 2026: 15,351 shares worth $429K. The stake represents 0.06% of the portfolio and ranks #190 among its holdings.

92 funds tracked by Wall St. Rank hold POWR as of Q2 2026.

Summit Wealth Partners held 15,351 shares of iShares U.S. Power Infrastructure ETF worth $429K as of Q2 2026.
iShares U.S. Power Infrastructure ETF was a new Summit Wealth Partners position in Q2 2026.
iShares U.S. Power Infrastructure ETF made up 0.06% of Summit Wealth Partners's portfolio in Q2 2026, its #190 holding.
92 funds tracked by Wall St. Rank held iShares U.S. Power Infrastructure ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.