IFP Advisors’s Aspen Aerogels ASPN Stock Holding History

IFP Advisors’s Portfolio ASPN Stock Details ASPN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$30.4K	Sell	8,897 -2,394	-21%	-$8.07K	﹤0.01%	2544
2025 Q4	$32K	Sell	11,291 -741	-6%	-$3.82K	﹤0.01%	2452
2025 Q3	$83.7K	Sell	12,032 -8,717	-42%	-$61.5K	﹤0.01%	1797
2025 Q2	$123K	Sell	20,749 -5,967	-22%	-$34.3K	﹤0.01%	1528
2025 Q1	$171K	Buy	26,716 +5,997	+29%	+$57.8K	0.01%	1250
2024 Q4	$246K	Buy	20,719 +20,424	+6,923%	+$348K	0.01%	1041
2024 Q3	$8.17K	Hold	295	–	–	﹤0.01%	2505
2024 Q2	$7.04K	Hold	295	–	–	﹤0.01%	2457
2024 Q1	$5.19K	Hold	295	–	–	﹤0.01%	2443
2023 Q4	$4.66K	Sell	295 -200	-40%	-$2.06K	﹤0.01%	2446
2023 Q3	$4.26K	Hold	495	–	–	﹤0.01%	2571
2023 Q2	$3.91K	Hold	495	–	–	﹤0.01%	2631
2023 Q1	$2.5K	Hold	495	–	–	﹤0.01%	2824
2022 Q4	$2K	Buy	495 +295	+148%	+$3.37K	﹤0.01%	4110
2022 Q3	$1K	Buy	+200	New	+$2.42K	﹤0.01%	4494
2021 Q3	–	Hold	0	–	–	–	3456
2021 Q2	–	Sell	-800	Closed	-$16.3K	–	3144
2021 Q1	$16K	Buy	+800	New	+$16.9K	﹤0.01%	1926

Other funds holding ASPN

KIM LLC Wichita, Kansas $678M AUM 0.91% 1-Year Est. Return

Oaktop Capital Management II Chatham, New Jersey $1.34B AUM 114.5% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return