IFP Advisors’s BioXcel Therapeutics BTAI Stock Holding History

IFP Advisors’s Portfolio BTAI Stock Details BTAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$18	Hold	13	–	–	﹤0.01%	5079
2026 Q1	$17	Sell	13 -4,357	-100%	-$7.18K	﹤0.01%	4933
2025 Q4	$6.99K	Hold	4,370	–	–	﹤0.01%	3245
2025 Q3	$11.2K	Buy	+4,370	New	+$13.8K	﹤0.01%	2848
2021 Q2	–	Hold	0	–	–	–	3074
2021 Q1	–	Hold	0	–	–	–	3017
2020 Q4	–	Hold	0	–	–	–	2946
2020 Q3	–	Hold	0	–	–	–	2849

Other funds holding BTAI

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

WTA

Washington Trust Advisors Wellesley, Massachusetts $1.35B AUM 28.4% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

IFP Advisors's BTAI Position: Q2 2026 in Review

IFP Advisors held its BioXcel Therapeutics (BTAI) position steady in Q2 2026 at 13 shares worth $18. The position accounts for ﹤0.01% of the portfolio, ranked #5079.

IFP Advisors first reported a position in BTAI in Q3 2025 and has held it in 4 quarters since. The position peaked at $11.2K in Q3 2025. 8 funds tracked by Wall St. Rank hold BTAI as of Q2 2026.

IFP Advisors held 13 shares of BioXcel Therapeutics worth $18 as of Q2 2026.
IFP Advisors left its BioXcel Therapeutics share count unchanged in Q2 2026.
BioXcel Therapeutics made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #5079 holding.
IFP Advisors first reported a position in BioXcel Therapeutics in Q3 2025 and has held it in 4 quarters since.
IFP Advisors's BioXcel Therapeutics position peaked at $11.2K in Q3 2025.
8 funds tracked by Wall St. Rank held BioXcel Therapeutics as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.