CWM
AIPI

CarsonAllaria Wealth Management’s REX AI Equity Premium Income ETF AIPI Stock Holding History

CarsonAllaria Wealth Management’s Portfolio AIPI Stock Details AIPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-383
Closed -$16.6K – 354
2025
Q2 		$16.6K Hold
383
– – 0.01% 210
2025
Q1 		$15.4K Hold
383
– – 0.01% 216
2024
Q4 		$18.8K Buy
+383
New +$19.5K 0.01% 202

Other funds holding AIPI

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

CarsonAllaria Wealth Management's AIPI Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of REX AI Equity Premium Income ETF (AIPI) in Q3 2025, closing a stake of 383 shares — an estimated $16.6K sold.

CarsonAllaria Wealth Management first reported a position in AIPI in Q4 2024 and held it in 3 quarters. The position peaked at $18.8K in Q4 2024. 19 funds tracked by Wall St. Rank hold AIPI as of Q3 2025.

  • CarsonAllaria Wealth Management reported no remaining REX AI Equity Premium Income ETF position as of Q3 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 383 REX AI Equity Premium Income ETF shares in Q3 2025, an estimated $16.6K.
  • CarsonAllaria Wealth Management first reported a position in REX AI Equity Premium Income ETF in Q4 2024 and held it in 3 quarters.
  • CarsonAllaria Wealth Management's REX AI Equity Premium Income ETF position peaked at $18.8K in Q4 2024.
  • 19 funds tracked by Wall St. Rank held REX AI Equity Premium Income ETF as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.