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IFP Advisors’s Advantage Solutions ADV Stock Holding History

IFP Advisors’s Portfolio ADV Stock Details ADV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.59K Sell
60
-40
-40% -$1.42K ﹤0.01% 4119
2026
Q1 		$130 Buy
100
+99
+9,900% +$1.91K ﹤0.01% 4701
2025
Q4 		$18 Hold
1
– – ﹤0.01% 4808
2025
Q3 		$37 Buy
+1
New +$42 ﹤0.01% 4693
2025
Q1 		– Hold
0
– – – 4259
2024
Q4 		– Hold
0
– – – 4532
2023
Q1 		– Sell
-25
Closed -$6K – 3366
2022
Q4 		$6K Buy
+25
New +$1.57K ﹤0.01% 3659

Other funds holding ADV

LGP
Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return
CMHI
CVC Management Holdings II St. Helier, Jersey $467M AUM 9.23% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
AP
Atairos Partners Bryn Mawr, Pennsylvania $41.1M AUM 4.36% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

IFP Advisors's ADV Position: Q2 2026 in Review

IFP Advisors reduced its Advantage Solutions (ADV) stake by 40% in Q2 2026, selling an estimated $1.42K and leaving 60 shares worth $2.59K. The position accounts for ﹤0.01% of the portfolio, ranked #4119.

IFP Advisors first reported a position in ADV in Q4 2022 and has held it in 5 quarters since. The position peaked at $6K in Q4 2022. 86 funds tracked by Wall St. Rank hold ADV as of Q2 2026.

  • IFP Advisors held 60 shares of Advantage Solutions worth $2.59K as of Q2 2026.
  • IFP Advisors sold 40 Advantage Solutions shares in Q2 2026, an estimated $1.42K.
  • Advantage Solutions made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4119 holding.
  • IFP Advisors first reported a position in Advantage Solutions in Q4 2022 and has held it in 5 quarters since.
  • IFP Advisors's Advantage Solutions position peaked at $6K in Q4 2022.
  • 86 funds tracked by Wall St. Rank held Advantage Solutions as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.