Teamwork Financial Advisors’s iShares U.S. Power Infrastructure ETF POWR Stock Holding History

Teamwork Financial Advisors’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 Q3	$688K	Sell	28,443 -2,861	-9%	-$74.4K	0.08%	98
2026 Q2	$875K	Sell	31,304 -701	-2%	-$19.2K	0.08%	107
2026 Q1	$839K	Buy	+32,005	New	+$813K	0.09%	108

Other funds holding POWR

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

HOWA

Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return

Perryman Financial Advisory Dallas, Texas $791M AUM 21.08% 1-Year Est. Return

Planned Solutions Folsom, California $365M AUM 17.53% 1-Year Est. Return

MWML

M Wealth Management LLC San Diego, California $130M AUM 10.88% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

GAA

Guardian Asset Advisors Mechanicsburg, Pennsylvania $224M AUM 21.22% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Teamwork Financial Advisors's POWR Position: Q3 2026 in Review

Teamwork Financial Advisors reduced its iShares U.S. Power Infrastructure ETF (POWR) stake by 9.1% in Q3 2026, selling an estimated $74.4K and leaving 28,443 shares worth $688K. The position accounts for 0.08% of the portfolio, ranked #98.

Teamwork Financial Advisors first reported a position in POWR in Q1 2026 and has held it in 3 quarters since. The position peaked at $875K in Q2 2026. 15 funds tracked by Wall St. Rank hold POWR as of Q3 2026.

Teamwork Financial Advisors held 28,443 shares of iShares U.S. Power Infrastructure ETF worth $688K as of Q3 2026.
Teamwork Financial Advisors sold 2,861 iShares U.S. Power Infrastructure ETF shares in Q3 2026, an estimated $74.4K.
iShares U.S. Power Infrastructure ETF made up 0.08% of Teamwork Financial Advisors's portfolio in Q3 2026, its #98 holding.
Teamwork Financial Advisors first reported a position in iShares U.S. Power Infrastructure ETF in Q1 2026 and has held it in 3 quarters since.
Teamwork Financial Advisors's iShares U.S. Power Infrastructure ETF position peaked at $875K in Q2 2026.
15 funds tracked by Wall St. Rank held iShares U.S. Power Infrastructure ETF as of Q3 2026.

Based on Teamwork Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.