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 Q3	$23.7K	Sell	4,330 -1,231	-22%	-$6.43K	﹤0.01%	2861
2026 Q2	$35.3K	Sell	5,561 -3,336	-37%	-$16.4K	﹤0.01%	2613
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%	4109
2022 Q3	$1K	Buy	+200	New	+$2.42K	﹤0.01%	4493
2021 Q2	–	Sell	-800	Closed	-$16.3K	–	3060
2021 Q1	$16K	Buy	+800	New	+$16.9K	﹤0.01%	1926

Other funds holding ASPN

ACM

AIGH Capital Management Baltimore, Maryland $992M AUM 516.32% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Gagnon Securities New York $577M AUM 61.61% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

IFP Advisors's ASPN Position: Q3 2026 in Review

IFP Advisors reduced its Aspen Aerogels (ASPN) stake by 22% in Q3 2026, selling an estimated $6.43K and leaving 4,330 shares worth $23.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2861.

IFP Advisors first reported a position in ASPN in Q1 2021 and has held it in 18 quarters since. The position peaked at $246K in Q4 2024. 67 funds tracked by Wall St. Rank hold ASPN as of Q3 2026.

IFP Advisors held 4,330 shares of Aspen Aerogels worth $23.7K as of Q3 2026.
IFP Advisors sold 1,231 Aspen Aerogels shares in Q3 2026, an estimated $6.43K.
Aspen Aerogels made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2861 holding.
IFP Advisors first reported a position in Aspen Aerogels in Q1 2021 and has held it in 18 quarters since.
IFP Advisors's Aspen Aerogels position peaked at $246K in Q4 2024.
67 funds tracked by Wall St. Rank held Aspen Aerogels as of Q3 2026.

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