IFP Advisors’s Montana Technologies Corp AIRJ Stock Holding History

IFP Advisors’s Portfolio AIRJ Stock Details AIRJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.08K	Sell	789 -545	-41%	-$2.54K	﹤0.01%	4048
2026 Q2	$7.39K	Buy	1,334 +1,006	+307%	+$3.9K	﹤0.01%	3562
2026 Q1	$823	Buy	328 +323	+6,460%	+$1.09K	﹤0.01%	4278
2025 Q4	$20	Sell	5 -3	-38%	-$13	﹤0.01%	4803
2025 Q3	$38	Buy	+8	New	+$38	﹤0.01%	4691

Other funds holding AIRJ

Argentarii Cincinnati, Ohio $328M AUM 24% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Investors Asset Management of Georgia Atlanta, Georgia $276M AUM 35.13% 1-Year Est. Return

DAM

Directional Asset Management Arlington Heights, Illinois $124M AUM 19.37% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return

Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return

Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return

IFP Advisors's AIRJ Position: Q3 2026 in Review

IFP Advisors reduced its Montana Technologies Corp (AIRJ) stake by 41% in Q3 2026, selling an estimated $2.54K and leaving 789 shares worth $3.08K. The position accounts for ﹤0.01% of the portfolio, ranked #4048.

IFP Advisors first reported a position in AIRJ in Q3 2025 and has held it in 5 quarters since. The position peaked at $7.39K in Q2 2026. 27 funds tracked by Wall St. Rank hold AIRJ as of Q3 2026.

IFP Advisors held 789 shares of Montana Technologies Corp worth $3.08K as of Q3 2026.
IFP Advisors sold 545 Montana Technologies Corp shares in Q3 2026, an estimated $2.54K.
Montana Technologies Corp made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4048 holding.
IFP Advisors first reported a position in Montana Technologies Corp in Q3 2025 and has held it in 5 quarters since.
IFP Advisors's Montana Technologies Corp position peaked at $7.39K in Q2 2026.
27 funds tracked by Wall St. Rank held Montana Technologies Corp as of Q3 2026.

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