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Center for Financial Planning’s Aqua Metals AQMS Stock Holding History

Center for Financial Planning’s Portfolio AQMS Stock Details AQMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$95 Hold
22
– – ﹤0.01% 641
2025
Q4 		$106 Buy
+22
New +$172 ﹤0.01% 680

Other funds holding AQMS

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Center for Financial Planning's AQMS Position: Q1 2026 in Review

Center for Financial Planning held its Aqua Metals (AQMS) position steady in Q1 2026 at 22 shares worth $95. The position accounts for ﹤0.01% of the portfolio, ranked #641.

Center for Financial Planning first reported a position in AQMS in Q4 2025 and has held it in 2 quarters since. The position peaked at $106 in Q4 2025. 34 funds tracked by Wall St. Rank hold AQMS as of Q1 2026.

  • Center for Financial Planning held 22 shares of Aqua Metals worth $95 as of Q1 2026.
  • Center for Financial Planning left its Aqua Metals share count unchanged in Q1 2026.
  • Aqua Metals made up ﹤0.01% of Center for Financial Planning's portfolio in Q1 2026, its #641 holding.
  • Center for Financial Planning first reported a position in Aqua Metals in Q4 2025 and has held it in 2 quarters since.
  • Center for Financial Planning's Aqua Metals position peaked at $106 in Q4 2025.
  • 34 funds tracked by Wall St. Rank held Aqua Metals as of Q1 2026.

Based on Center for Financial Planning's 13F filing for Q1 2026, filed 4 May 2026.