IFP Advisors
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IFP Advisors’s Acacia Research ACTG Stock Holding History

IFP Advisors’s Portfolio ACTG Stock Details ACTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.07K Buy
248
+136
+121% +$615 ﹤0.01% 4467
2026
Q2 		$522 Buy
112
+79
+239% +$380 ﹤0.01% 4672
2026
Q1 		$159 Hold
33
– – ﹤0.01% 4657
2025
Q4 		$123 Sell
33
-9
-21% -$32 ﹤0.01% 4558
2025
Q3 		$136 Buy
+42
New +$145 ﹤0.01% 4477
2025
Q2 		– Hold
0
– – – 4779

Other funds holding ACTG

Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
PWMA
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
PWMG
Private Wealth Management Group Princeton, New Jersey $445M AUM 13.54% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

IFP Advisors's ACTG Position: Q3 2026 in Review

IFP Advisors increased its Acacia Research (ACTG) stake by 121% in Q3 2026, buying an estimated $615 and bringing the position to 248 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #4467.

IFP Advisors first reported a position in ACTG in Q3 2025 and has held it in 5 quarters since. 13 funds tracked by Wall St. Rank hold ACTG as of Q3 2026.

  • IFP Advisors held 248 shares of Acacia Research worth $1.07K as of Q3 2026.
  • IFP Advisors bought 136 Acacia Research shares in Q3 2026, an estimated $615.
  • Acacia Research made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4467 holding.
  • IFP Advisors first reported a position in Acacia Research in Q3 2025 and has held it in 5 quarters since.
  • 13 funds tracked by Wall St. Rank held Acacia Research as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.