IWAO
AIPI

Independence Wealth Advisors (Ohio)’s REX AI Equity Premium Income ETF AIPI Stock Holding History

Independence Wealth Advisors (Ohio)’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 		$613K Buy
16,493
+624
+4% +$22.9K 0.31% 44
2026
Q1 		$534K Buy
15,869
+1,105
+7% +$41K 0.28% 48
2025
Q4 		$591K Buy
+14,764
New +$623K 0.33% 45

Other funds holding AIPI

Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Commonwealth Equity Services
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Independence Wealth Advisors (Ohio)'s AIPI Position: Q2 2026 in Review

Independence Wealth Advisors (Ohio) increased its REX AI Equity Premium Income ETF (AIPI) stake by 3.9% in Q2 2026, buying an estimated $22.9K and bringing the position to 16,493 shares worth $613K. The position accounts for 0.31% of the portfolio, ranked #44.

Independence Wealth Advisors (Ohio) first reported a position in AIPI in Q4 2025 and has held it in 3 quarters since. 26 funds tracked by Wall St. Rank hold AIPI as of Q2 2026.

  • Independence Wealth Advisors (Ohio) held 16,493 shares of REX AI Equity Premium Income ETF worth $613K as of Q2 2026.
  • Independence Wealth Advisors (Ohio) bought 624 REX AI Equity Premium Income ETF shares in Q2 2026, an estimated $22.9K.
  • REX AI Equity Premium Income ETF made up 0.31% of Independence Wealth Advisors (Ohio)'s portfolio in Q2 2026, its #44 holding.
  • Independence Wealth Advisors (Ohio) first reported a position in REX AI Equity Premium Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 26 funds tracked by Wall St. Rank held REX AI Equity Premium Income ETF as of Q2 2026.

Based on Independence Wealth Advisors (Ohio)'s 13F filing for Q2 2026, filed 14 Aug 2026.