Fortitude Advisory Group’s FTAI Infrastructure FIP Stock Holding History

Fortitude Advisory Group’s Portfolio FIP Stock Details FIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$41.4K	Hold	15,000	–	–	0.02%	242
2026 Q2	$69.6K	Hold	15,000	–	–	0.03%	234
2026 Q1	$74.1K	Buy	+15,000	New	+$84K	0.03%	221
2025 Q4	–	Sell	-40,000	Closed	-$174K	–	223
2025 Q3	$174K	Buy	40,000 +15,000	+60%	+$81.3K	0.09%	199
2025 Q2	$154K	Hold	25,000	–	–	0.09%	203
2025 Q1	$87.2K	Buy	+25,000	New	+$156K	0.06%	196

Other funds holding FIP

ICG Advisors Los Angeles, California $136M AUM 28.28% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Princeton Global Asset Management Princeton, New Jersey $692M AUM 20.31% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

PWMG

Private Wealth Management Group Princeton, New Jersey $445M AUM 13.54% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Fortitude Advisory Group's FIP Position: Q3 2026 in Review

Fortitude Advisory Group held its FTAI Infrastructure (FIP) position steady in Q3 2026 at 15,000 shares worth $41.4K. The position accounts for 0.02% of the portfolio, ranked #242.

Fortitude Advisory Group first reported a position in FIP in Q1 2025 and has held it in 6 quarters since. The position peaked at $174K in Q3 2025. 12 funds tracked by Wall St. Rank hold FIP as of Q3 2026.

Fortitude Advisory Group held 15,000 shares of FTAI Infrastructure worth $41.4K as of Q3 2026.
Fortitude Advisory Group left its FTAI Infrastructure share count unchanged in Q3 2026.
FTAI Infrastructure made up 0.02% of Fortitude Advisory Group's portfolio in Q3 2026, its #242 holding.
Fortitude Advisory Group first reported a position in FTAI Infrastructure in Q1 2025 and has held it in 6 quarters since.
Fortitude Advisory Group's FTAI Infrastructure position peaked at $174K in Q3 2025.
12 funds tracked by Wall St. Rank held FTAI Infrastructure as of Q3 2026.

Based on Fortitude Advisory Group's 13F filing for Q3 2026, filed 15 Oct 2026.