IA
AGIG

IFP Advisors’s Abundia Global Impact Group AGIG Stock Holding History

IFP Advisors’s Portfolio AGIG Stock Details AGIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-5,500
Closed -$7.73K – 4880
2025
Q2 		$7.73K Buy
5,500
+5,000
+1,000% +$37K ﹤0.01% 3079
2025
Q1 		$3.85K Buy
+500
New +$6.57K ﹤0.01% 2935
2023
Q1 		– Sell
-5
Closed -$2K – 3867
2022
Q4 		$2K Hold
5
– – ﹤0.01% 4172
2022
Q3 		$2K Hold
5
– – ﹤0.01% 4361
2022
Q2 		$2K Hold
5
– – ﹤0.01% 4133
2022
Q1 		$2K Buy
+5
New +$147 ﹤0.01% 4131

Other funds holding AGIG

Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IFP Advisors's AGIG Position: Q3 2025 in Review

IFP Advisors sold out of Abundia Global Impact Group (AGIG) in Q3 2025, closing a stake of 5,500 shares — an estimated $7.73K sold.

IFP Advisors first reported a position in AGIG in Q1 2022 and held it in 6 quarters. The position peaked at $7.73K in Q2 2025. 19 funds tracked by Wall St. Rank hold AGIG as of Q3 2025.

  • IFP Advisors reported no remaining Abundia Global Impact Group position as of Q3 2025 after selling out during the quarter.
  • IFP Advisors sold 5,500 Abundia Global Impact Group shares in Q3 2025, an estimated $7.73K.
  • IFP Advisors first reported a position in Abundia Global Impact Group in Q1 2022 and held it in 6 quarters.
  • IFP Advisors's Abundia Global Impact Group position peaked at $7.73K in Q2 2025.
  • 19 funds tracked by Wall St. Rank held Abundia Global Impact Group as of Q3 2025.

Based on IFP Advisors's 13F filing for Q3 2025, filed 2 Dec 2025.