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 Q3	$831	Sell	32 -28	-47%	-$976	﹤0.01%	4541
2026 Q2	$2.59K	Sell	60 -40	-40%	-$1.42K	﹤0.01%	4119
2026 Q1	$130	Buy	100 +99	+9,900%	+$1.9K	﹤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%	3658

Other funds holding ADV

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

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

Clayton Financial Group St. Louis, Missouri $190M AUM 14.79% 1-Year Est. Return

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

Bell Investment Advisors Oakland, California $684M AUM 11.42% 1-Year Est. Return

IFP Advisors's ADV Position: Q3 2026 in Review

IFP Advisors reduced its Advantage Solutions (ADV) stake by 47% in Q3 2026, selling an estimated $976 and leaving 32 shares worth $831. The position accounts for ﹤0.01% of the portfolio, ranked #4541.

IFP Advisors first reported a position in ADV in Q4 2022 and has held it in 6 quarters since. The position peaked at $6K in Q4 2022. 19 funds tracked by Wall St. Rank hold ADV as of Q3 2026.

IFP Advisors held 32 shares of Advantage Solutions worth $831 as of Q3 2026.
IFP Advisors sold 28 Advantage Solutions shares in Q3 2026, an estimated $976.
Advantage Solutions made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4541 holding.
IFP Advisors first reported a position in Advantage Solutions in Q4 2022 and has held it in 6 quarters since.
IFP Advisors's Advantage Solutions position peaked at $6K in Q4 2022.
19 funds tracked by Wall St. Rank held Advantage Solutions as of Q3 2026.

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