EFG
AIPO

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

Everest 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
Q2 		$309K Hold
9,250
– – 0.04% 172
2026
Q1 		$231K Buy
+9,250
New +$232K 0.04% 186

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
MAG
Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return

Everest Financial Group's AIPO Position: Q2 2026 in Review

Everest Financial Group held its Defiance AI & Power Infrastructure ETF (AIPO) position steady in Q2 2026 at 9,250 shares worth $309K. The position accounts for 0.04% of the portfolio, ranked #172.

Everest Financial Group first reported a position in AIPO in Q1 2026 and has held it in 2 quarters since. 134 funds tracked by Wall St. Rank hold AIPO as of Q2 2026.

  • Everest Financial Group held 9,250 shares of Defiance AI & Power Infrastructure ETF worth $309K as of Q2 2026.
  • Everest Financial Group left its Defiance AI & Power Infrastructure ETF share count unchanged in Q2 2026.
  • Defiance AI & Power Infrastructure ETF made up 0.04% of Everest Financial Group's portfolio in Q2 2026, its #172 holding.
  • Everest Financial Group first reported a position in Defiance AI & Power Infrastructure ETF in Q1 2026 and has held it in 2 quarters since.
  • 134 funds tracked by Wall St. Rank held Defiance AI & Power Infrastructure ETF as of Q2 2026.

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