Valeo Financial Advisors’s Powell Industries POWL Stock Holding History

Valeo Financial Advisors’s Portfolio POWL Stock Details POWL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.1M	Buy	+3,834	New	+$1.04M	0.02%	292

Other funds holding POWL

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Liberty Capital Management Birmingham, Michigan $582M AUM

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

Blackhawk Capital Partners Thiensville, Wisconsin $306M AUM 25.68% 1-Year Est. Return

Valeo Financial Advisors's POWL Position: Q2 2026 in Review

Valeo Financial Advisors opened a new position in Powell Industries (POWL) in Q2 2026: 3,834 shares worth $1.1M. The stake represents 0.02% of the portfolio and ranks #292 among its holdings.

86 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

Valeo Financial Advisors held 3,834 shares of Powell Industries worth $1.1M as of Q2 2026.
Powell Industries was a new Valeo Financial Advisors position in Q2 2026.
Powell Industries made up 0.02% of Valeo Financial Advisors's portfolio in Q2 2026, its #292 holding.
86 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.