Waverly Advisors’s Defiance AI & Power Infrastructure ETF AIPO Stock Holding History

Waverly Advisors’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	$5.9M	Buy	+176,607	New	+$5.49M	0.03%	408

Other funds holding AIPO

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PWP

Perfromance Wealth Partners Hinsdale, Illinois $4.03B AUM 33.76% 1-Year Est. Return

SCP

Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

MAG

Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return

Waverly Advisors's AIPO Position: Q2 2026 in Review

Waverly Advisors opened a new position in Defiance AI & Power Infrastructure ETF (AIPO) in Q2 2026: 176,607 shares worth $5.9M. The stake represents 0.03% of the portfolio and ranks #408 among its holdings.

134 funds tracked by Wall St. Rank hold AIPO as of Q2 2026.

Waverly Advisors held 176,607 shares of Defiance AI & Power Infrastructure ETF worth $5.9M as of Q2 2026.
Defiance AI & Power Infrastructure ETF was a new Waverly Advisors position in Q2 2026.
Defiance AI & Power Infrastructure ETF made up 0.03% of Waverly Advisors's portfolio in Q2 2026, its #408 holding.
134 funds tracked by Wall St. Rank held Defiance AI & Power Infrastructure ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.