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Diversify Wealth Management’s Ideal Power IPWR Stock Holding History

Diversify Wealth Management’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 		$235K Buy
+59,877
New +$305K ﹤0.01% 1140

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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return
BL
Bleichroeder LP New York $559M AUM 83.7% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Diversify Wealth Management's IPWR Position: Q2 2026 in Review

Diversify Wealth Management opened a new position in Ideal Power (IPWR) in Q2 2026: 59,877 shares worth $235K. The stake represents ﹤0.01% of the portfolio and ranks #1140 among its holdings.

46 funds tracked by Wall St. Rank hold IPWR as of Q2 2026.

  • Diversify Wealth Management held 59,877 shares of Ideal Power worth $235K as of Q2 2026.
  • Ideal Power was a new Diversify Wealth Management position in Q2 2026.
  • Ideal Power made up ﹤0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1140 holding.
  • 46 funds tracked by Wall St. Rank held Ideal Power as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.