IFG Advisory’s CrossAmerica Partners CAPL Stock Holding History

IFG Advisory’s Portfolio CAPL Stock Details CAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$431K	Hold	19,230	–	–	0.02%	650
2026 Q1	$400K	Buy	+19,230	New	+$417K	1.15%	13
2025 Q3	–	Sell	-19,230	Closed	-$402K	–	769
2025 Q2	$402K	Hold	19,230	–	–	0.02%	520
2025 Q1	$472K	Hold	19,230	–	–	0.03%	445
2024 Q4	$423K	Hold	19,230	–	–	0.02%	453
2024 Q3	$398K	Buy	19,230 +2,500	+15%	+$50.1K	0.03%	345
2024 Q2	$332K	Buy	+16,730	New	+$355K	0.02%	488

Other funds holding CAPL

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

QPWM

Quadrant Private Wealth Management Center Valley, Pennsylvania $447M AUM 19.6% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IFG Advisory's CAPL Position: Q2 2026 in Review

IFG Advisory held its CrossAmerica Partners (CAPL) position steady in Q2 2026 at 19,230 shares worth $431K. The position accounts for 0.02% of the portfolio, ranked #650.

IFG Advisory first reported a position in CAPL in Q2 2024 and has held it in 7 quarters since. The position peaked at $472K in Q1 2025. 59 funds tracked by Wall St. Rank hold CAPL as of Q2 2026.

IFG Advisory held 19,230 shares of CrossAmerica Partners worth $431K as of Q2 2026.
IFG Advisory left its CrossAmerica Partners share count unchanged in Q2 2026.
CrossAmerica Partners made up 0.02% of IFG Advisory's portfolio in Q2 2026, its #650 holding.
IFG Advisory first reported a position in CrossAmerica Partners in Q2 2024 and has held it in 7 quarters since.
IFG Advisory's CrossAmerica Partners position peaked at $472K in Q1 2025.
59 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.