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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → POWL
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC POWL Position History
Powell Industries, Inc. • Industrials
Quarters held
5
Latest value
$1.2M
Q3 2026
Peak value
$1.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $801K |
| Q4 2025 | $698K |
| Q1 2026 | $890K |
| Q2 2026 | $1.7M |
| Q3 2026 | $1.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.2M | 6.5K | — | — |
| Q2 2026 | $1.7M | 7.3K | — | — |
| Q1 2026 | $890K | 4.9K | — | — |
| Q4 2025 | $698K | 1.9K | — | — |
| Q3 2025 | $801K | 2.6K | — | — |
Other funds holding POWL
$273.8M
$273.8M
$209.5M
$196.1M
$147.8M
$101.1M