SEC 13F Intelligence

Tower View Wealth Management LLC / JPX

Tower View Wealth Management LLC’s Aerovironment Inc Position

Does Tower View Wealth Management LLC own Aerovironment Inc (JPX)? Not currently — the last reported position was 17.5K shares worth $3M in Q4 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$3M
Q4 2024
Shares
17.5K
% of Portfolio
+1.42%
Quarters Held
3
position exited

Position History JPX

Reported value by quarter
Q2 ’24: $1MQ2 ’24Q3 ’24: $3MQ3 ’24Q4 ’24: $3MQ4 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202417.5K$3M+1.42%
Q3 202414.5K$3M+1.59%
Q2 20247.3K$1M+0.76%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Tower View Wealth Management LLC’s full portfolio or all institutional holders of JPX.