CFML
AIPO

COMPASS FINANCIAL MANAGEMENT LLC’s Defiance AI & Power Infrastructure ETF AIPO Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’s Portfolio AIPO Stock Details AIPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.1K Buy
+500
New +$15.5K ﹤0.01% 958

Other funds holding AIPO

BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PWP
Perfromance Wealth Partners Hinsdale, Illinois $4.03B AUM 33.76% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
MAG
Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return
SWM
StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's AIPO Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Defiance AI & Power Infrastructure ETF (AIPO) in Q2 2026: 500 shares worth $15.1K. The stake represents ﹤0.01% of the portfolio and ranks #958 among its holdings.

116 funds tracked by Wall St. Rank hold AIPO as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 500 shares of Defiance AI & Power Infrastructure ETF worth $15.1K as of Q2 2026.
  • Defiance AI & Power Infrastructure ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Defiance AI & Power Infrastructure ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #958 holding.
  • 116 funds tracked by Wall St. Rank held Defiance AI & Power Infrastructure ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.