AAS
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Avantax Advisory Services’s Ideal Power IPWR Stock Holding History

Avantax Advisory Services’s Portfolio IPWR Stock Details IPWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$63.7K Buy
+14,060
New +$68K ﹤0.01% 2317

Other funds holding IPWR

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AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
BL
Bleichroeder LP New York $559M AUM 83.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $4.66B AUM 77.16% 1-Year Est. Return
LWM
LeConte Wealth Management Maryville, Tennessee $184M AUM 29.46% 1-Year Est. Return

Avantax Advisory Services's IPWR Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in Ideal Power (IPWR) in Q2 2025: 14,060 shares worth $63.7K. The stake represents ﹤0.01% of the portfolio and ranks #2317 among its holdings.

26 funds tracked by Wall St. Rank hold IPWR as of Q2 2025.

  • Avantax Advisory Services held 14,060 shares of Ideal Power worth $63.7K as of Q2 2025.
  • Ideal Power was a new Avantax Advisory Services position in Q2 2025.
  • Ideal Power made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2317 holding.
  • 26 funds tracked by Wall St. Rank held Ideal Power as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.