SPIA
AIPI

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
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

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IWAO
Independence Wealth Advisors (Ohio) Independence, Ohio $188M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Steward Partners Investment Advisory's AIPI Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its REX AI Equity Premium Income ETF (AIPI) stake by 1.6% in Q1 2026, buying an estimated $7.61K and bringing the position to 13,063 shares worth $439K. The position accounts for ﹤0.01% of the portfolio, ranked #1587.

Steward Partners Investment Advisory first reported a position in AIPI in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.37M in Q2 2025. 27 funds tracked by Wall St. Rank hold AIPI as of Q1 2026.

  • Steward Partners Investment Advisory held 13,063 shares of REX AI Equity Premium Income ETF worth $439K as of Q1 2026.
  • Steward Partners Investment Advisory bought 205 REX AI Equity Premium Income ETF shares in Q1 2026, an estimated $7.61K.
  • REX AI Equity Premium Income ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1587 holding.
  • Steward Partners Investment Advisory first reported a position in REX AI Equity Premium Income ETF in Q4 2024 and has held it in 6 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 Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.