IFP Advisors
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IFP Advisors’s Beta Technologies Inc BETA Stock Holding History

IFP Advisors’s Portfolio BETA Stock Details BETA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$27.6K Sell
1,248
-555
-31% -$11.6K ﹤0.01% 2766
2026
Q2 		$30.2K Buy
1,803
+1,528
+556% +$25.4K ﹤0.01% 2719
2026
Q1 		$4.04K Hold
275
– – ﹤0.01% 3647
2025
Q4 		$7.76K Buy
+275
New +$8.21K ﹤0.01% 3196

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Bank of New York Mellon
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Corps Capital Advisors
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IFP Advisors's BETA Position: Q3 2026 in Review

IFP Advisors reduced its Beta Technologies Inc (BETA) stake by 31% in Q3 2026, selling an estimated $11.6K and leaving 1,248 shares worth $27.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2766.

IFP Advisors first reported a position in BETA in Q4 2025 and has held it in 4 quarters since. The position peaked at $30.2K in Q2 2026. 88 funds tracked by Wall St. Rank hold BETA as of Q3 2026.

  • IFP Advisors held 1,248 shares of Beta Technologies Inc worth $27.6K as of Q3 2026.
  • IFP Advisors sold 555 Beta Technologies Inc shares in Q3 2026, an estimated $11.6K.
  • Beta Technologies Inc made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2766 holding.
  • IFP Advisors first reported a position in Beta Technologies Inc in Q4 2025 and has held it in 4 quarters since.
  • IFP Advisors's Beta Technologies Inc position peaked at $30.2K in Q2 2026.
  • 88 funds tracked by Wall St. Rank held Beta Technologies Inc as of Q3 2026.

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