IFP Advisors
IPWR icon

IFP Advisors’s Ideal Power IPWR Stock Holding History

IFP Advisors’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 		$3.93K Hold
1,000
– – ﹤0.01% 3933
2026
Q2 		$5.36K Buy
+1,000
New +$5.09K ﹤0.01% 3748
2025
Q1 		– Sell
-656
Closed -$4.95K – 4481
2024
Q4 		$4.95K Hold
656
– – ﹤0.01% 2797
2024
Q3 		$5.38K Hold
656
– – ﹤0.01% 2645
2024
Q2 		$4.63K Buy
+656
New +$4.92K ﹤0.01% 2586

Other funds holding IPWR

ACM
AIGH Capital Management Baltimore, Maryland $992M AUM 516.32% 1-Year Est. Return
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
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 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
AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
T3 Companies
T3 Companies New York $103M AUM 54.73% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

IFP Advisors's IPWR Position: Q3 2026 in Review

IFP Advisors held its Ideal Power (IPWR) position steady in Q3 2026 at 1,000 shares worth $3.93K. The position accounts for ﹤0.01% of the portfolio, ranked #3933.

IFP Advisors first reported a position in IPWR in Q2 2024 and has held it in 5 quarters since. The position peaked at $5.38K in Q3 2024. 14 funds tracked by Wall St. Rank hold IPWR as of Q3 2026.

  • IFP Advisors held 1,000 shares of Ideal Power worth $3.93K as of Q3 2026.
  • IFP Advisors left its Ideal Power share count unchanged in Q3 2026.
  • Ideal Power made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3933 holding.
  • IFP Advisors first reported a position in Ideal Power in Q2 2024 and has held it in 5 quarters since.
  • IFP Advisors's Ideal Power position peaked at $5.38K in Q3 2024.
  • 14 funds tracked by Wall St. Rank held Ideal Power as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.