Wealth Enhancement Advisory Services’s Powell Industries POWL Stock Holding History

Wealth Enhancement Advisory Services’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 Q3	$1.22M	Sell	6,470 -834	-11%	-$171K	﹤0.01%	2033
2026 Q2	$1.7M	Buy	7,304 +2,430	+50%	+$659K	﹤0.01%	1689
2026 Q1	$890K	Sell	4,874 -943	-16%	-$154K	﹤0.01%	1883
2025 Q4	$698K	Sell	5,817 -1,851	-24%	-$208K	﹤0.01%	2218
2025 Q3	$801K	Buy	7,668 +1,302	+20%	+$110K	﹤0.01%	2007
2025 Q2	$462K	Buy	6,366 +552	+9%	+$33.3K	﹤0.01%	2285
2025 Q1	$330K	Buy	5,814 +876	+18%	+$61.1K	﹤0.01%	2372
2024 Q4	$365K	Buy	4,938 +1,422	+40%	+$127K	﹤0.01%	2219
2024 Q3	$260K	Buy	+3,516	New	+$191K	﹤0.01%	2269

Other funds holding POWL

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

RIA

RPG Investment Advisory Pleasanton, California $540M AUM 37.68% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Quantum Private Wealth Tampa, Florida $391M AUM 50.76% 1-Year Est. Return

Rockline Wealth Management Plainview, New York $535M AUM 30.35% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return

Wealth Enhancement Advisory Services's POWL Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Powell Industries (POWL) stake by 11% in Q3 2026, selling an estimated $171K and leaving 6,470 shares worth $1.22M. The position accounts for ﹤0.01% of the portfolio, ranked #2033.

Wealth Enhancement Advisory Services first reported a position in POWL in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.7M in Q2 2026. 142 funds tracked by Wall St. Rank hold POWL as of Q3 2026.

Wealth Enhancement Advisory Services held 6,470 shares of Powell Industries worth $1.22M as of Q3 2026.
Wealth Enhancement Advisory Services sold 834 Powell Industries shares in Q3 2026, an estimated $171K.
Powell Industries made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2033 holding.
Wealth Enhancement Advisory Services first reported a position in Powell Industries in Q3 2024 and has held it in 9 quarters since.
Wealth Enhancement Advisory Services's Powell Industries position peaked at $1.7M in Q2 2026.
142 funds tracked by Wall St. Rank held Powell Industries as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.