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Stratos Wealth Partners’s Ideal Power IPWR Stock Holding History

Stratos Wealth Partners’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
2025
Q3 		– Sell
-15,524
Closed -$70.3K – 1577
2025
Q2 		$70.3K Hold
15,524
– – ﹤0.01% 1393
2025
Q1 		$80.7K Buy
15,524
+715
+5% +$4.49K ﹤0.01% 1328
2024
Q4 		$112K Hold
14,809
– – ﹤0.01% 1396
2024
Q3 		$121K Buy
14,809
+3,467
+31% +$26.8K ﹤0.01% 1376
2024
Q2 		$80.1K Buy
+11,342
New +$85K ﹤0.01% 1332

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
AE
AMH Equity Great Neck, New York $80.3M AUM 78.34% 1-Year Est. Return
BL
Bleichroeder LP New York $559M AUM 83.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $4.66B AUM 77.16% 1-Year Est. Return

Stratos Wealth Partners's IPWR Position: Q3 2025 in Review

Stratos Wealth Partners sold out of Ideal Power (IPWR) in Q3 2025, closing a stake of 15,524 shares — an estimated $70.3K sold.

Stratos Wealth Partners first reported a position in IPWR in Q2 2024 and held it in 5 quarters. The position peaked at $121K in Q3 2024. 28 funds tracked by Wall St. Rank hold IPWR as of Q3 2025.

  • Stratos Wealth Partners reported no remaining Ideal Power position as of Q3 2025 after selling out during the quarter.
  • Stratos Wealth Partners sold 15,524 Ideal Power shares in Q3 2025, an estimated $70.3K.
  • Stratos Wealth Partners first reported a position in Ideal Power in Q2 2024 and held it in 5 quarters.
  • Stratos Wealth Partners's Ideal Power position peaked at $121K in Q3 2024.
  • 28 funds tracked by Wall St. Rank held Ideal Power as of Q3 2025.

Based on Stratos Wealth Partners's 13F filing for Q3 2025, filed 6 Nov 2025.