AssetMark Inc
AIPO

AssetMark Inc’s Defiance AI & Power Infrastructure ETF AIPO Stock Holding History

AssetMark Inc’s Portfolio AIPO Stock Details AIPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-100
Closed -$2.5K – 3691
2026
Q1 		$2.5K Buy
+100
New +$2.5K ﹤0.01% 2797

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Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PWP
Perfromance Wealth Partners Hinsdale, Illinois $4.03B AUM 33.76% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
MAG
Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return

AssetMark Inc's AIPO Position: Q2 2026 in Review

AssetMark Inc sold out of Defiance AI & Power Infrastructure ETF (AIPO) in Q2 2026, closing a stake of 100 shares — an estimated $2.5K sold.

AssetMark Inc first reported a position in AIPO in Q1 2026 and held it in 1 quarter. The position peaked at $2.5K in Q1 2026. 134 funds tracked by Wall St. Rank hold AIPO as of Q2 2026.

  • AssetMark Inc reported no remaining Defiance AI & Power Infrastructure ETF position as of Q2 2026 after selling out during the quarter.
  • AssetMark Inc sold 100 Defiance AI & Power Infrastructure ETF shares in Q2 2026, an estimated $2.5K.
  • AssetMark Inc first reported a position in Defiance AI & Power Infrastructure ETF in Q1 2026 and held it in 1 quarter.
  • AssetMark Inc's Defiance AI & Power Infrastructure ETF position peaked at $2.5K in Q1 2026.
  • 134 funds tracked by Wall St. Rank held Defiance AI & Power Infrastructure ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.