SSC
POWR

Syverson Strege & Co’s iShares U.S. Power Infrastructure ETF POWR Stock Holding History

Syverson Strege & Co’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
2023
Q1 		– Sell
-1,317
Closed -$31.9K – 672
2022
Q4 		$31.9K Buy
1,317
+43
+3% +$1.06K 0.01% 148
2022
Q3 		$27K Hold
1,274
– – 0.01% 148
2022
Q2 		$27K Buy
1,274
+20
+2% +$469 0.01% 167
2022
Q1 		$28K Hold
1,254
– – 0.03% 153
2021
Q4 		$22K Buy
+1,254
New +$23.1K 0.02% 172

Other funds holding POWR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Syverson Strege & Co's POWR Position: Q1 2023 in Review

Syverson Strege & Co sold out of iShares U.S. Power Infrastructure ETF (POWR) in Q1 2023, closing a stake of 1,317 shares — an estimated $31.9K sold.

Syverson Strege & Co first reported a position in POWR in Q4 2021 and held it in 5 quarters. The position peaked at $31.9K in Q4 2022. 32 funds tracked by Wall St. Rank hold POWR as of Q1 2023.

  • Syverson Strege & Co reported no remaining iShares U.S. Power Infrastructure ETF position as of Q1 2023 after selling out during the quarter.
  • Syverson Strege & Co sold 1,317 iShares U.S. Power Infrastructure ETF shares in Q1 2023, an estimated $31.9K.
  • Syverson Strege & Co first reported a position in iShares U.S. Power Infrastructure ETF in Q4 2021 and held it in 5 quarters.
  • Syverson Strege & Co's iShares U.S. Power Infrastructure ETF position peaked at $31.9K in Q4 2022.
  • 32 funds tracked by Wall St. Rank held iShares U.S. Power Infrastructure ETF as of Q1 2023.

Based on Syverson Strege & Co's 13F filing for Q1 2023, filed 3 May 2023.