Westbourne Investments’s Defiance AI & Power Infrastructure ETF AIPO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-9,200
Closed -$237K 158
2025
Q3
$237K Buy
+9,200
New +$192K 0.11% 116

Other funds holding AIPO

Westbourne Investments's AIPO Position: Q4 2025 in Review

Westbourne Investments sold out of Defiance AI & Power Infrastructure ETF (AIPO) in Q4 2025, closing a stake of 9,200 shares — an estimated $237K sold.

Westbourne Investments first reported a position in AIPO in Q3 2025 and held it in 1 quarter. The position peaked at $237K in Q3 2025. 27 funds tracked by Wall St. Rank hold AIPO as of Q4 2025.

  • Westbourne Investments reported no remaining Defiance AI & Power Infrastructure ETF position as of Q4 2025 after selling out during the quarter.
  • Westbourne Investments sold 9,200 Defiance AI & Power Infrastructure ETF shares in Q4 2025, an estimated $237K.
  • Westbourne Investments first reported a position in Defiance AI & Power Infrastructure ETF in Q3 2025 and held it in 1 quarter.
  • Westbourne Investments's Defiance AI & Power Infrastructure ETF position peaked at $237K in Q3 2025.
  • 27 funds tracked by Wall St. Rank held Defiance AI & Power Infrastructure ETF as of Q4 2025.

Based on Westbourne Investments's 13F filing for Q4 2025, filed 22 Jan 2026.