SWIM
AIPO

Smallwood Wealth Investment Management’s Defiance AI & Power Infrastructure ETF AIPO Stock Holding History

Smallwood Wealth Investment Management’s Portfolio AIPO Stock Details AIPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$601 Buy
18
+3
+20% +$93 ﹤0.01% 454
2026
Q1 		$374 Buy
+15
New +$376 ﹤0.01% 469

Other funds holding AIPO

BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return
MAG
Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return
SWM
StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Smallwood Wealth Investment Management's AIPO Position: Q2 2026 in Review

Smallwood Wealth Investment Management increased its Defiance AI & Power Infrastructure ETF (AIPO) stake by 20% in Q2 2026, buying an estimated $93 and bringing the position to 18 shares worth $601. The position accounts for ﹤0.01% of the portfolio, ranked #454.

Smallwood Wealth Investment Management first reported a position in AIPO in Q1 2026 and has held it in 2 quarters since. 55 funds tracked by Wall St. Rank hold AIPO as of Q2 2026.

  • Smallwood Wealth Investment Management held 18 shares of Defiance AI & Power Infrastructure ETF worth $601 as of Q2 2026.
  • Smallwood Wealth Investment Management bought 3 Defiance AI & Power Infrastructure ETF shares in Q2 2026, an estimated $93.
  • Defiance AI & Power Infrastructure ETF made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #454 holding.
  • Smallwood Wealth Investment Management first reported a position in Defiance AI & Power Infrastructure ETF in Q1 2026 and has held it in 2 quarters since.
  • 55 funds tracked by Wall St. Rank held Defiance AI & Power Infrastructure ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.