EFS
AIPO

Essex Financial Services’s Defiance AI & Power Infrastructure ETF AIPO Stock Holding History

Essex Financial Services’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
Q2 		$828K Buy
+24,780
New +$770K 0.04% 365

Other funds holding AIPO

BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PWP
Perfromance Wealth Partners Hinsdale, Illinois $4.03B AUM 33.76% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return
MAG
Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return
SWM
StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Essex Financial Services's AIPO Position: Q2 2026 in Review

Essex Financial Services opened a new position in Defiance AI & Power Infrastructure ETF (AIPO) in Q2 2026: 24,780 shares worth $828K. The stake represents 0.04% of the portfolio and ranks #365 among its holdings.

106 funds tracked by Wall St. Rank hold AIPO as of Q2 2026.

  • Essex Financial Services held 24,780 shares of Defiance AI & Power Infrastructure ETF worth $828K as of Q2 2026.
  • Defiance AI & Power Infrastructure ETF was a new Essex Financial Services position in Q2 2026.
  • Defiance AI & Power Infrastructure ETF made up 0.04% of Essex Financial Services's portfolio in Q2 2026, its #365 holding.
  • 106 funds tracked by Wall St. Rank held Defiance AI & Power Infrastructure ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.