Diversify Advisory Services’s Ideal Power IPWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$194K Buy
60,366
+489
+0.8% +$2.16K ﹤0.01% 1231
2026
Q2
$235K Buy
+59,877
New +$305K ﹤0.01% 1140

Other funds holding IPWR

Diversify Advisory Services's IPWR Position: Q3 2026 in Review

Diversify Advisory Services increased its Ideal Power (IPWR) stake by 0.82% in Q3 2026, buying an estimated $2.16K and bringing the position to 60,366 shares worth $194K. The position accounts for ﹤0.01% of the portfolio, ranked #1231.

Diversify Advisory Services first reported a position in IPWR in Q2 2026 and has held it in 2 quarters since. The position peaked at $235K in Q2 2026. 8 funds tracked by Wall St. Rank hold IPWR as of Q3 2026.

  • Diversify Advisory Services held 60,366 shares of Ideal Power worth $194K as of Q3 2026.
  • Diversify Advisory Services bought 489 Ideal Power shares in Q3 2026, an estimated $2.16K.
  • Ideal Power made up ﹤0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #1231 holding.
  • Diversify Advisory Services first reported a position in Ideal Power in Q2 2026 and has held it in 2 quarters since.
  • Diversify Advisory Services's Ideal Power position peaked at $235K in Q2 2026.
  • 8 funds tracked by Wall St. Rank held Ideal Power as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.