Avion Wealth’s Ideal Power IPWR Stock Holding History

Avion Wealth’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
2026 Q3	–	Sell	-64	Closed	–	–	1552
2026 Q2	$0	Buy	+64	New	+$326	﹤0.01%	1574

Other funds holding IPWR

ACM

AIGH Capital Management Baltimore, Maryland $992M AUM 516.32% 1-Year Est. Return

SBCM

Silverberg Bernstein Capital Management Armonk, New York $211M AUM 58.81% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

T3 Companies New York $103M AUM 54.73% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Avion Wealth's IPWR Position: Q3 2026 in Review

Avion Wealth sold out of Ideal Power (IPWR) in Q3 2026, closing a stake of 64 shares.

Avion Wealth first reported a position in IPWR in Q2 2026 and held it in 1 quarter. The position peaked at $0 in Q2 2026. 14 funds tracked by Wall St. Rank hold IPWR as of Q3 2026.

Avion Wealth reported no remaining Ideal Power position as of Q3 2026 after selling out during the quarter.
Avion Wealth sold 64 Ideal Power shares in Q3 2026.
Avion Wealth first reported a position in Ideal Power in Q2 2026 and held it in 1 quarter.
Avion Wealth's Ideal Power position peaked at $0 in Q2 2026.
14 funds tracked by Wall St. Rank held Ideal Power as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.