Diversify Wealth Management
IPWR icon

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
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

SBCM
Silverberg Bernstein Capital Management Armonk, New York $211M AUM 58.81% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Diversify Wealth Management's IPWR Position: Q3 2026 in Review

Diversify Wealth Management 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 Wealth Management 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 Wealth Management held 60,366 shares of Ideal Power worth $194K as of Q3 2026.
  • Diversify Wealth Management bought 489 Ideal Power shares in Q3 2026, an estimated $2.16K.
  • Ideal Power made up ﹤0.01% of Diversify Wealth Management's portfolio in Q3 2026, its #1231 holding.
  • Diversify Wealth Management first reported a position in Ideal Power in Q2 2026 and has held it in 2 quarters since.
  • Diversify Wealth Management'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 Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.