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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
Q1 		$56.7K Buy
+20,040
New +$71K 0.02% 251

Other funds holding IPWR

AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $733M AUM 327.32% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BL
Bleichroeder LP New York $579M AUM 94.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return

Resurgent Financial Advisors's IPWR Position: Q1 2026 in Review

Resurgent Financial Advisors opened a new position in Ideal Power (IPWR) in Q1 2026: 20,040 shares worth $56.7K. The stake represents 0.02% of the portfolio and ranks #251 among its holdings.

29 funds tracked by Wall St. Rank hold IPWR as of Q1 2026.

  • Resurgent Financial Advisors held 20,040 shares of Ideal Power worth $56.7K as of Q1 2026.
  • Ideal Power was a new Resurgent Financial Advisors position in Q1 2026.
  • Ideal Power made up 0.02% of Resurgent Financial Advisors's portfolio in Q1 2026, its #251 holding.
  • 29 funds tracked by Wall St. Rank held Ideal Power as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.