IFP Advisors’s AquaBounty Technologies AQB Stock Holding History

IFP Advisors’s Portfolio AQB Stock Details AQB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4	Buy	4 +1	+33%	+$1	﹤0.01%	5204
2026 Q2	$3	Buy	+3	New	+$3	﹤0.01%	5113
2025 Q3	–	Sell	-1	Closed	-$1	–	4835
2025 Q2	$1	Buy	+1	New	+$1	﹤0.01%	4904
2023 Q2	–	Sell	-1	Closed	-$39	–	3447
2023 Q1	$39	Hold	1	–	–	﹤0.01%	3329
2022 Q4	$4K	Buy	+1	New	+$14	﹤0.01%	3849
2022 Q3	–	Hold	0	–	–	–	4187
2022 Q2	–	Hold	0	–	–	–	4269
2022 Q1	–	Hold	0	–	–	–	4269
2021 Q1	–	Sell	-401	Closed	-$69K	–	3005
2020 Q4	$72K	Buy	401 +251	+167%	+$27.9K	﹤0.01%	1290
2020 Q3	$13K	Buy	+150	New	+$10.6K	﹤0.01%	1800
2019 Q4	–	Hold	0	–	–	–	2834
2019 Q3	–	Hold	0	–	–	–	3065
2019 Q1	–	Hold	0	–	–	–	2401
2018 Q4	–	Sell	-1	Closed	-$52	–	3516
2018 Q3	$0	Hold	1	–	–	﹤0.01%	3811
2018 Q2	$0	Hold	1	–	–	﹤0.01%	3865
2018 Q1	$0	Hold	1	–	–	﹤0.01%	3739
2017 Q4	$0	Hold	1	–	–	﹤0.01%	3800
2017 Q3	$0	Hold	1	–	–	﹤0.01%	4061
2017 Q2	$0	Hold	1	–	–	﹤0.01%	4068
2017 Q1	$0	Buy	+1	New	+$281	﹤0.01%	3980

Other funds holding AQB

EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Atlantic Edge Private Wealth Management Jacksonville, Florida $487M AUM 24.51% 1-Year Est. Return

Quaker Wealth Management Moorestown, New Jersey $341M AUM 9.06% 1-Year Est. Return

IFP Advisors's AQB Position: Q3 2026 in Review

IFP Advisors increased its AquaBounty Technologies (AQB) stake by 33% in Q3 2026, buying an estimated $1 and bringing the position to 4 shares worth $4. The position accounts for ﹤0.01% of the portfolio, ranked #5204.

IFP Advisors first reported a position in AQB in Q1 2017 and has held it in 14 quarters since. The position peaked at $72K in Q4 2020. 6 funds tracked by Wall St. Rank hold AQB as of Q3 2026.

IFP Advisors held 4 shares of AquaBounty Technologies worth $4 as of Q3 2026.
IFP Advisors bought 1 AquaBounty Technologies share in Q3 2026, an estimated $1.
AquaBounty Technologies made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #5204 holding.
IFP Advisors first reported a position in AquaBounty Technologies in Q1 2017 and has held it in 14 quarters since.
IFP Advisors's AquaBounty Technologies position peaked at $72K in Q4 2020.
6 funds tracked by Wall St. Rank held AquaBounty Technologies as of Q3 2026.

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