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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
Q2 		$64 Hold
22
– – ﹤0.01% 651
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 $120B AUM 27.84% 1-Year Est. Return
HCP
Hamilton Capital Partners Atlanta, Georgia $344M AUM 15.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Center for Financial Planning's AQMS Position: Q2 2026 in Review

Center for Financial Planning held its Aqua Metals (AQMS) position steady in Q2 2026 at 22 shares worth $64. The position accounts for ﹤0.01% of the portfolio, ranked #651.

Center for Financial Planning first reported a position in AQMS in Q4 2025 and has held it in 3 quarters since. The position peaked at $106 in Q4 2025. 31 funds tracked by Wall St. Rank hold AQMS as of Q2 2026.

  • Center for Financial Planning held 22 shares of Aqua Metals worth $64 as of Q2 2026.
  • Center for Financial Planning left its Aqua Metals share count unchanged in Q2 2026.
  • Aqua Metals made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #651 holding.
  • Center for Financial Planning first reported a position in Aqua Metals in Q4 2025 and has held it in 3 quarters since.
  • Center for Financial Planning's Aqua Metals position peaked at $106 in Q4 2025.
  • 31 funds tracked by Wall St. Rank held Aqua Metals as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.