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 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 $1.02T AUM 30.18% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

QPWM

Quadrant Private Wealth Management Center Valley, Pennsylvania $646M AUM 27.02% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return

IFG Advisory's CAPL Position: Q1 2026 in Review

IFG Advisory opened a new position in CrossAmerica Partners (CAPL) in Q1 2026: 19,230 shares worth $400K. The stake represents 1.15% of the portfolio and ranks #13 among its holdings. This is a return to the name: IFG Advisory previously reported a position in CAPL as recently as Q2 2025.

IFG Advisory first reported a position in CAPL in Q2 2024 and has held it in 6 quarters since. The position peaked at $472K in Q1 2025. 62 funds tracked by Wall St. Rank hold CAPL as of Q1 2026.

IFG Advisory held 19,230 shares of CrossAmerica Partners worth $400K as of Q1 2026.
CrossAmerica Partners was a new IFG Advisory position in Q1 2026.
CrossAmerica Partners made up 1.15% of IFG Advisory's portfolio in Q1 2026, its #13 holding.
IFG Advisory first reported a position in CrossAmerica Partners in Q2 2024 and has held it in 6 quarters since.
IFG Advisory's CrossAmerica Partners position peaked at $472K in Q1 2025.
62 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.