Tidemark’s iShares U.S. Power Infrastructure ETF POWR Stock Holding History

Tidemark’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	$132K	Buy	5,036 +45	+0.9%	+$1.14K	0.03%	171
2025 Q4	$117K	Sell	4,991 -42	-0.8%	-$1.05K	0.03%	167
2025 Q3	$126K	Buy	5,033 +17	+0.3%	+$418	0.04%	172
2025 Q2	$119K	Sell	5,016 -105	-2%	-$2.41K	0.04%	166
2025 Q1	$127K	Buy	5,121 +259	+5%	+$6.17K	0.05%	151
2024 Q4	$111K	Buy	4,862 +1,077	+28%	+$26.6K	0.04%	164
2024 Q3	$93.9K	Buy	3,785 +1,825	+93%	+$46.1K	0.04%	168
2024 Q2	$50.9K	Buy	+1,960	New	+$52.4K	0.02%	209

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 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

Tidemark's POWR Position: Q1 2026 in Review

Tidemark increased its iShares U.S. Power Infrastructure ETF (POWR) stake by 0.9% in Q1 2026, buying an estimated $1.14K and bringing the position to 5,036 shares worth $132K. The position accounts for 0.03% of the portfolio, ranked #171.

Tidemark first reported a position in POWR in Q2 2024 and has held it in 8 quarters since. 59 funds tracked by Wall St. Rank hold POWR as of Q1 2026.

Tidemark held 5,036 shares of iShares U.S. Power Infrastructure ETF worth $132K as of Q1 2026.
Tidemark bought 45 iShares U.S. Power Infrastructure ETF shares in Q1 2026, an estimated $1.14K.
iShares U.S. Power Infrastructure ETF made up 0.03% of Tidemark's portfolio in Q1 2026, its #171 holding.
Tidemark first reported a position in iShares U.S. Power Infrastructure ETF in Q2 2024 and has held it in 8 quarters since.
59 funds tracked by Wall St. Rank held iShares U.S. Power Infrastructure ETF as of Q1 2026.

Based on Tidemark's 13F filing for Q1 2026, filed 7 May 2026.