IFP Advisors’s Bakkt Inc BKKT Stock Holding History

IFP Advisors’s Portfolio BKKT Stock Details BKKT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$8	Sell	1 -102	-99%	-$809	﹤0.01%	5182
2026 Q2	$804	Sell	103 -197	-66%	-$1.76K	﹤0.01%	4567
2026 Q1	$2.21K	Buy	300 +299	+29,900%	+$3.54K	﹤0.01%	3922
2025 Q4	$10	Hold	1	–	–	﹤0.01%	4837
2025 Q3	$34	Hold	1	–	–	﹤0.01%	4703
2025 Q2	$14	Hold	1	–	–	﹤0.01%	4863
2025 Q1	$9	Hold	1	–	–	﹤0.01%	4237
2024 Q4	$25	Hold	1	–	–	﹤0.01%	4418
2024 Q3	$10	Sell	1 -33	-97%	-$488	﹤0.01%	3285
2024 Q2	$348	Buy	34 +33	+3,300%	+$445	﹤0.01%	3112
2024 Q1	$15	Hold	1	–	–	﹤0.01%	3096
2023 Q4	$74	Hold	1	–	–	﹤0.01%	2983
2023 Q3	$39	Hold	1	–	–	﹤0.01%	3240
2023 Q2	$41	Hold	1	–	–	﹤0.01%	3397
2023 Q1	$289	Buy	+1	New	+$39	﹤0.01%	3245
2022 Q1	–	Sell	-42	Closed	-$74K	–	4545
2021 Q4	$74K	Buy	42 +6	+17%	+$2.48K	﹤0.01%	1390
2021 Q3	$68K	Buy	36 +13	+57%	+$3.26K	﹤0.01%	1459
2021 Q2	$0	Hold	23	–	–	﹤0.01%	3071
2021 Q1	$2K	Buy	+23	New	+$8.58K	﹤0.01%	2644

Other funds holding BKKT

Realta Investment Advisors Wilmington, Delaware $342M AUM 30.02% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

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

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return

Align Financial Hermantown, Minnesota $210M AUM 15.28% 1-Year Est. Return

IFP Advisors's BKKT Position: Q3 2026 in Review

IFP Advisors reduced its Bakkt Inc (BKKT) stake by 99% in Q3 2026, selling an estimated $809 and leaving 1 share worth $8. The position accounts for ﹤0.01% of the portfolio, ranked #5182.

IFP Advisors first reported a position in BKKT in Q1 2021 and has held it in 19 quarters since. The position peaked at $74K in Q4 2021. 11 funds tracked by Wall St. Rank hold BKKT as of Q3 2026.

IFP Advisors held 1 share of Bakkt Inc worth $8 as of Q3 2026.
IFP Advisors sold 102 Bakkt Inc shares in Q3 2026, an estimated $809.
Bakkt Inc made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #5182 holding.
IFP Advisors first reported a position in Bakkt Inc in Q1 2021 and has held it in 19 quarters since.
IFP Advisors's Bakkt Inc position peaked at $74K in Q4 2021.
11 funds tracked by Wall St. Rank held Bakkt Inc as of Q3 2026.

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