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Elm3 Financial Group’s Defiance AI & Power Infrastructure ETF AIPO Stock Holding History

Elm3 Financial Group’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
Q3 		$380K Sell
13,466
-410
-3% -$12K 0.25% 102
2026
Q2 		$464K Buy
+13,876
New +$431K 0.32% 75

Other funds holding AIPO

SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $249M AUM
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Elm3 Financial Group's AIPO Position: Q3 2026 in Review

Elm3 Financial Group reduced its Defiance AI & Power Infrastructure ETF (AIPO) stake by 3% in Q3 2026, selling an estimated $12K and leaving 13,466 shares worth $380K. The position accounts for 0.25% of the portfolio, ranked #102.

Elm3 Financial Group first reported a position in AIPO in Q2 2026 and has held it in 2 quarters since. The position peaked at $464K in Q2 2026. 9 funds tracked by Wall St. Rank hold AIPO as of Q3 2026.

  • Elm3 Financial Group held 13,466 shares of Defiance AI & Power Infrastructure ETF worth $380K as of Q3 2026.
  • Elm3 Financial Group sold 410 Defiance AI & Power Infrastructure ETF shares in Q3 2026, an estimated $12K.
  • Defiance AI & Power Infrastructure ETF made up 0.25% of Elm3 Financial Group's portfolio in Q3 2026, its #102 holding.
  • Elm3 Financial Group first reported a position in Defiance AI & Power Infrastructure ETF in Q2 2026 and has held it in 2 quarters since.
  • Elm3 Financial Group's Defiance AI & Power Infrastructure ETF position peaked at $464K in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Defiance AI & Power Infrastructure ETF as of Q3 2026.

Based on Elm3 Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.