IFP Advisors
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IFP Advisors’s AEVEX Corp AVEX Stock Holding History

IFP Advisors’s Portfolio AVEX Stock Details AVEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$11.5K Buy
759
+9
+1% +$156 ﹤0.01% 3295
2026
Q2 		$15.7K Buy
+750
New +$19.5K ﹤0.01% 3128

Other funds holding AVEX

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Capital Investment Advisory Services
Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Pilgrim Partners Asia
Pilgrim Partners Asia Singapore $506M AUM 28.94% 1-Year Est. Return
NBC Securities
NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

IFP Advisors's AVEX Position: Q3 2026 in Review

IFP Advisors increased its AEVEX Corp (AVEX) stake by 1.2% in Q3 2026, buying an estimated $156 and bringing the position to 759 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3295.

IFP Advisors first reported a position in AVEX in Q2 2026 and has held it in 2 quarters since. The position peaked at $15.7K in Q2 2026. 26 funds tracked by Wall St. Rank hold AVEX as of Q3 2026.

  • IFP Advisors held 759 shares of AEVEX Corp worth $11.5K as of Q3 2026.
  • IFP Advisors bought 9 AEVEX Corp shares in Q3 2026, an estimated $156.
  • AEVEX Corp made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3295 holding.
  • IFP Advisors first reported a position in AEVEX Corp in Q2 2026 and has held it in 2 quarters since.
  • IFP Advisors's AEVEX Corp position peaked at $15.7K in Q2 2026.
  • 26 funds tracked by Wall St. Rank held AEVEX Corp as of Q3 2026.

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