Allworth Financial’s Preferred-Plus ETF IPPP Stock Holding History

Allworth Financial’s Portfolio IPPP Stock Details IPPP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-694,547	Closed	-$6.79M	–	4974
2025 Q2	$6.79M	Buy	+694,547	New	+$6.68M	0.03%	262

Allworth Financial's IPPP Position: Q3 2025 in Review

Allworth Financial sold out of Preferred-Plus ETF (IPPP) in Q3 2025, closing a stake of 694,547 shares — an estimated $6.79M sold.

Allworth Financial first reported a position in IPPP in Q2 2025 and held it in 1 quarter. The position peaked at $6.79M in Q2 2025. 0 funds tracked by Wall St. Rank hold IPPP as of Q3 2025.

Allworth Financial reported no remaining Preferred-Plus ETF position as of Q3 2025 after selling out during the quarter.
Allworth Financial sold 694,547 Preferred-Plus ETF shares in Q3 2025, an estimated $6.79M.
Allworth Financial first reported a position in Preferred-Plus ETF in Q2 2025 and held it in 1 quarter.
Allworth Financial's Preferred-Plus ETF position peaked at $6.79M in Q2 2025.
0 funds tracked by Wall St. Rank held Preferred-Plus ETF as of Q3 2025.

Based on Allworth Financial's 13F filing for Q3 2025, filed 2 Dec 2025.