Powers Advisory Group, LLC FLOT ISHARES TR

Ownership history in Powers Advisory Group, LLC  ·  6 quarters on record

AI Ownership Summary

Powers Advisory Group, LLC reported ISHARES TR (FLOT) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.5% in 2026 Q1. The latest visible filing shows FLOT at 1.50% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FLOT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Powers Advisory Group, LLC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FLOT was reported at 1.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.5% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Powers Advisory Group, LLC held FLOT — position size vs. price
% of Fund (quarterly)    FLOT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 83,364 +15,194 +22.3% 1.50% $4.2M 2026-04-21 $50.70
2025 Q4 ADDED 68,170 +34,795 +104.3% 1.31% $3.5M 2026-01-22 $50.32
2025 Q3 ADDED 33,375 +7,497 +29.0% 0.68% $1.7M 2025-10-22 $49.72
2025 Q2 REDUCED 17.3% +1.4% 25,878 -5,404 -17.3% 0.58% $1.3M 2025-07-18 $49.11
2025 Q1 ADDED 31,282 +21,750 +228.2% 0.76% $1.6M 2025-04-16 $48.25
2024 Q4 INITIATED 9,532 0.24% $485K 2025-01-23 $47.97

FAQ About Powers Advisory Group, LLC and FLOT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Powers Advisory Group, LLC reported owning FLOT?

Powers Advisory Group, LLC reported FLOT across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported FLOT position in Powers Advisory Group, LLC's portfolio?

The largest reported portfolio weight for FLOT was 1.50% in 2026 Q1.

What is the latest reported FLOT position on this page?

The most recent filing on this page is 2026 Q1, when Powers Advisory Group, LLC reported 83,364 shares, equal to 1.50% of portfolio, with an estimated market value of $4.2M.

What does the chart on this FLOT ownership page compare?

The chart compares Powers Advisory Group, LLC's quarterly FLOT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Powers Advisory Group, LLC time their FLOT position?

Based on 13F filing dates vs. subsequent FLOT price moves, Powers Advisory Group, LLC correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on FLOT relative to SPY over the holding period was +28.7%.

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