CIA
AIPO

Concurrent Investment Advisors’s Defiance AI & Power Infrastructure ETF AIPO Stock Holding History

Concurrent Investment Advisors’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 		$1.46M Buy
43,592
+6,909
+19% +$215K 0.01% 835
2026
Q1 		$916K Hold
36,683
– – 0.01% 910
2025
Q4 		$811K Buy
+36,683
New +$860K 0.01% 927

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

Concurrent Investment Advisors's AIPO Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Defiance AI & Power Infrastructure ETF (AIPO) stake by 19% in Q2 2026, buying an estimated $215K and bringing the position to 43,592 shares worth $1.46M. The position accounts for 0.01% of the portfolio, ranked #835.

Concurrent Investment Advisors first reported a position in AIPO in Q4 2025 and has held it in 3 quarters since. 134 funds tracked by Wall St. Rank hold AIPO as of Q2 2026.

  • Concurrent Investment Advisors held 43,592 shares of Defiance AI & Power Infrastructure ETF worth $1.46M as of Q2 2026.
  • Concurrent Investment Advisors bought 6,909 Defiance AI & Power Infrastructure ETF shares in Q2 2026, an estimated $215K.
  • Defiance AI & Power Infrastructure ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #835 holding.
  • Concurrent Investment Advisors first reported a position in Defiance AI & Power Infrastructure ETF in Q4 2025 and has held it in 3 quarters since.
  • 134 funds tracked by Wall St. Rank held Defiance AI & Power Infrastructure ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.