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Resurgent Financial Advisors’s Ideal Power IPWR Stock Holding History

Resurgent Financial 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
Q2 		$129K Buy
24,040
+4,000
+20% +$20.3K 0.04% 297
2026
Q1 		$56.7K Buy
+20,040
New +$71K 0.02% 251

Other funds holding IPWR

AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $1.59B AUM 855.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return
BL
Bleichroeder LP New York $559M AUM 83.7% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Resurgent Financial Advisors's IPWR Position: Q2 2026 in Review

Resurgent Financial Advisors increased its Ideal Power (IPWR) stake by 20% in Q2 2026, buying an estimated $20.3K and bringing the position to 24,040 shares worth $129K. The position accounts for 0.04% of the portfolio, ranked #297.

Resurgent Financial Advisors first reported a position in IPWR in Q1 2026 and has held it in 2 quarters since. 46 funds tracked by Wall St. Rank hold IPWR as of Q2 2026.

  • Resurgent Financial Advisors held 24,040 shares of Ideal Power worth $129K as of Q2 2026.
  • Resurgent Financial Advisors bought 4,000 Ideal Power shares in Q2 2026, an estimated $20.3K.
  • Ideal Power made up 0.04% of Resurgent Financial Advisors's portfolio in Q2 2026, its #297 holding.
  • Resurgent Financial Advisors first reported a position in Ideal Power in Q1 2026 and has held it in 2 quarters since.
  • 46 funds tracked by Wall St. Rank held Ideal Power as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.