V Wealth Advisors’s iShares U.S. Power Infrastructure ETF POWR Stock Holding History

V Wealth 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
2022 Q3	–	Sell	-10,594	Closed	-$224K	–	390
2022 Q2	$224K	Sell	10,594 -12,132	-53%	-$285K	0.04%	364
2022 Q1	$516K	Buy	22,726 +1,860	+9%	+$39K	0.08%	238
2021 Q4	$372K	Sell	20,866 -147	-0.7%	-$2.71K	0.05%	320
2021 Q3	$370K	Sell	21,013 -20,365	-49%	-$329K	0.06%	323
2021 Q2	$703K	Sell	41,378 -169	-0.4%	-$2.79K	0.11%	204
2021 Q1	$652K	Sell	41,547 -2,625	-6%	-$39.5K	0.12%	197
2020 Q4	$577K	Buy	+44,172	New	+$525K	0.12%	188
2020 Q3	–	Sell	-38,676	Closed	-$474K	–	225
2020 Q2	$474K	Buy	38,676 +12,241	+46%	+$148K	0.12%	191
2020 Q1	$276K	Buy	+26,435	New	+$407K	0.09%	235

Other funds holding POWR

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

AIP

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

Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 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

V Wealth Advisors's POWR Position: Q3 2022 in Review

V Wealth Advisors sold out of iShares U.S. Power Infrastructure ETF (POWR) in Q3 2022, closing a stake of 10,594 shares — an estimated $224K sold.

V Wealth Advisors first reported a position in POWR in Q1 2020 and held it in 9 quarters. The position peaked at $703K in Q2 2021. 37 funds tracked by Wall St. Rank hold POWR as of Q3 2022.

V Wealth Advisors reported no remaining iShares U.S. Power Infrastructure ETF position as of Q3 2022 after selling out during the quarter.
V Wealth Advisors sold 10,594 iShares U.S. Power Infrastructure ETF shares in Q3 2022, an estimated $224K.
V Wealth Advisors first reported a position in iShares U.S. Power Infrastructure ETF in Q1 2020 and held it in 9 quarters.
V Wealth Advisors's iShares U.S. Power Infrastructure ETF position peaked at $703K in Q2 2021.
37 funds tracked by Wall St. Rank held iShares U.S. Power Infrastructure ETF as of Q3 2022.

Based on V Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.