Steward Partners Investment Advisory’s REX AI Equity Premium Income ETF AIPI Stock Holding History

Steward Partners Investment Advisory’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	$486K	Hold	13,063	–	–	﹤0.01%	1707
2026 Q1	$439K	Buy	13,063 +205	+2%	+$7.61K	﹤0.01%	1587
2025 Q4	$515K	Sell	12,858 -8,281	-39%	-$349K	﹤0.01%	1402
2025 Q3	$889K	Sell	21,139 -10,372	-33%	-$443K	0.01%	1098
2025 Q2	$1.37M	Buy	31,511 +5,368	+21%	+$220K	0.01%	859
2025 Q1	$1.05M	Buy	26,143 +14,915	+133%	+$697K	0.01%	899
2024 Q4	$550K	Buy	+11,228	New	+$570K	﹤0.01%	1111

Other funds holding AIPI

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

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 New York $1.21T AUM 78.12% 1-Year Est. Return

IWAO

Independence Wealth Advisors (Ohio) Independence, Ohio $199M AUM

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 Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Steward Partners Investment Advisory's AIPI Position: Q2 2026 in Review

Steward Partners Investment Advisory held its REX AI Equity Premium Income ETF (AIPI) position steady in Q2 2026 at 13,063 shares worth $486K. The position accounts for ﹤0.01% of the portfolio, ranked #1707.

Steward Partners Investment Advisory first reported a position in AIPI in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.37M in Q2 2025. 27 funds tracked by Wall St. Rank hold AIPI as of Q2 2026.

Steward Partners Investment Advisory held 13,063 shares of REX AI Equity Premium Income ETF worth $486K as of Q2 2026.
Steward Partners Investment Advisory left its REX AI Equity Premium Income ETF share count unchanged in Q2 2026.
REX AI Equity Premium Income ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1707 holding.
Steward Partners Investment Advisory first reported a position in REX AI Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
Steward Partners Investment Advisory's REX AI Equity Premium Income ETF position peaked at $1.37M in Q2 2025.
27 funds tracked by Wall St. Rank held REX AI Equity Premium Income ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.