CWM
AIPO

Concentrum Wealth Management’s Defiance AI & Power Infrastructure ETF AIPO Stock Holding History

Concentrum Wealth Management’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 		$499K Buy
+14,943
New +$464K 0.12% 73

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Concentrum Wealth Management's AIPO Position: Q2 2026 in Review

Concentrum Wealth Management opened a new position in Defiance AI & Power Infrastructure ETF (AIPO) in Q2 2026: 14,943 shares worth $499K. The stake represents 0.12% of the portfolio and ranks #73 among its holdings.

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

  • Concentrum Wealth Management held 14,943 shares of Defiance AI & Power Infrastructure ETF worth $499K as of Q2 2026.
  • Defiance AI & Power Infrastructure ETF was a new Concentrum Wealth Management position in Q2 2026.
  • Defiance AI & Power Infrastructure ETF made up 0.12% of Concentrum Wealth Management's portfolio in Q2 2026, its #73 holding.
  • 134 funds tracked by Wall St. Rank held Defiance AI & Power Infrastructure ETF as of Q2 2026.

Based on Concentrum Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.