BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s REX AI Equity Premium Income ETF AIPI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$399K Buy
+10,719
New +$393K 0.05% 318

Other funds holding AIPI

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s AIPI Position: Q2 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. opened a new position in REX AI Equity Premium Income ETF (AIPI) in Q2 2026: 10,719 shares worth $399K. The stake represents 0.05% of the portfolio and ranks #318 among its holdings.

29 funds tracked by Wall St. Rank hold AIPI as of Q2 2026.

  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 10,719 shares of REX AI Equity Premium Income ETF worth $399K as of Q2 2026.
  • REX AI Equity Premium Income ETF was a new BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. position in Q2 2026.
  • REX AI Equity Premium Income ETF made up 0.05% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q2 2026, its #318 holding.
  • 29 funds tracked by Wall St. Rank held REX AI Equity Premium Income ETF as of Q2 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q2 2026, filed 30 Oct 2026.