Falcon Wealth Planning’s REX AI Equity Premium Income ETF AIPI Stock Holding History

Falcon Wealth Planning’s Portfolio AIPI Stock Details AIPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$359K	Buy	+9,650	New	+$353K	0.02%	176

Other funds holding AIPI

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

IWAO

Independence Wealth Advisors (Ohio) Independence, Ohio $199M AUM

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Falcon Wealth Planning's AIPI Position: Q2 2026 in Review

Falcon Wealth Planning opened a new position in REX AI Equity Premium Income ETF (AIPI) in Q2 2026: 9,650 shares worth $359K. The stake represents 0.02% of the portfolio and ranks #176 among its holdings.

27 funds tracked by Wall St. Rank hold AIPI as of Q2 2026.

Falcon Wealth Planning held 9,650 shares of REX AI Equity Premium Income ETF worth $359K as of Q2 2026.
REX AI Equity Premium Income ETF was a new Falcon Wealth Planning position in Q2 2026.
REX AI Equity Premium Income ETF made up 0.02% of Falcon Wealth Planning's portfolio in Q2 2026, its #176 holding.
27 funds tracked by Wall St. Rank held REX AI Equity Premium Income ETF as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.