Powell Investment Advisors, LLC ETF holdings
Miami, FL
Reported $232.4M in 75 ETFs in its Form 13F for June 30, 2026.
ETF value
$232.4M
ETFs held
75
Change from prior quarter
+11.4%
With price moves
ETFs as a share of its 13F
73.4%
of $316.8M
Top 10 of 75 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVW | iShares S&P 500 Growth ETF | $38.4M | 279,385 | −10,705 shares |
| IVE | iShares S&P 500 Value ETF | $36.1M | 158,794 | +800 shares |
| IWN | iShares Russell 2000 Value ETF | $25.5M | 115,249 | −188 shares |
| IWO | iShares Russell 2000 Growth ETF | $23.9M | 60,650 | −507 shares |
| QQQ | Invesco QQQ Trust | $23.6M | 32,024 | +555 shares |
| DVY | iShares Select Dividend ETF | $15.5M | 99,237 | +717 shares |
| IWS | iShares Russell Mid-Cap Value ETF | $8.8M | 53,243 | +483 shares |
| IWP | iShares Russell Mid-Cap Growth ETF | $7.6M | 52,203 | −7 shares |
| EFA | iShares MSCI EAFE ETF | $7.4M | 70,899 | −50 shares |
| IOO | iShares Global 100 ETF | $4.1M | 29,651 | +42 shares |
65 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001802195. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Powell Investment Advisors, LLC own?
Powell Investment Advisors, LLC reported 75 ETF positions worth $232.4M in its Form 13F for June 30, 2026. The largest was IVW, at $38.4M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.