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Legacy Wealth Management (Idaho)’s REX AI Equity Premium Income ETF AIPI Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-43
Closed -$1.45K – 1013
2026
Q1 		$1.45K Buy
+43
New +$1.6K ﹤0.01% 823

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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Brookstone Capital Management
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
IWAO
Independence Wealth Advisors (Ohio) Independence, Ohio $199M AUM
Steward Partners Investment Advisory
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

Legacy Wealth Management (Idaho)'s AIPI Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of REX AI Equity Premium Income ETF (AIPI) in Q2 2026, closing a stake of 43 shares — an estimated $1.45K sold.

Legacy Wealth Management (Idaho) first reported a position in AIPI in Q1 2026 and held it in 1 quarter. The position peaked at $1.45K in Q1 2026. 27 funds tracked by Wall St. Rank hold AIPI as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining REX AI Equity Premium Income ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 43 REX AI Equity Premium Income ETF shares in Q2 2026, an estimated $1.45K.
  • Legacy Wealth Management (Idaho) first reported a position in REX AI Equity Premium Income ETF in Q1 2026 and held it in 1 quarter.
  • Legacy Wealth Management (Idaho)'s REX AI Equity Premium Income ETF position peaked at $1.45K in Q1 2026.
  • 27 funds tracked by Wall St. Rank held REX AI Equity Premium Income ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.