Coppell Advisory Solutions’s Ideal Power IPWR Stock Holding History

Coppell Advisory Solutions’s Portfolio IPWR Stock Details IPWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.5M	Buy	+11	New	+$56	0.21%	92
2025 Q1	–	Sell	-88	Closed	-$663	–	1079
2024 Q4	$663	Hold	88	–	–	﹤0.01%	1723
2024 Q3	$702	Hold	88	–	–	﹤0.01%	1621
2024 Q2	$621	Buy	+88	New	+$659	﹤0.01%	1568
2023 Q4	$684	Buy	88 +55	+167%	+$468	﹤0.01%	1479
2023 Q3	$353	Sell	33 -64	-66%	-$708	﹤0.01%	1057
2023 Q2	$1.15K	Buy	+97	New	+$1.01K	﹤0.01%	1119
2023 Q1	–	Sell	-33	Closed	-$353	–	648
2022 Q4	$353	Buy	+33	New	+$372	﹤0.01%	1057

Other funds holding IPWR

AIC

AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return

ACM

AIGH Capital Management Baltimore, Maryland $1.59B AUM 855.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Bleichroeder LP New York $559M AUM 83.7% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Coppell Advisory Solutions's IPWR Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in Ideal Power (IPWR) in Q2 2026: 11 shares worth $2.5M. The stake represents 0.21% of the portfolio and ranks #92 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in IPWR as recently as Q4 2024.

Coppell Advisory Solutions first reported a position in IPWR in Q4 2022 and has held it in 8 quarters since. 43 funds tracked by Wall St. Rank hold IPWR as of Q2 2026.

Coppell Advisory Solutions held 11 shares of Ideal Power worth $2.5M as of Q2 2026.
Ideal Power was a new Coppell Advisory Solutions position in Q2 2026.
Ideal Power made up 0.21% of Coppell Advisory Solutions's portfolio in Q2 2026, its #92 holding.
Coppell Advisory Solutions first reported a position in Ideal Power in Q4 2022 and has held it in 8 quarters since.
43 funds tracked by Wall St. Rank held Ideal Power as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.