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IFP Advisors’s Biote Corp BTMD Stock Holding History

IFP Advisors’s Portfolio BTMD Stock Details BTMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$100 Buy
53
+46
+657% +$95 ﹤0.01% 4958
2026
Q1 		$9 Buy
7
+4
+133% +$8 ﹤0.01% 4967
2025
Q4 		$8 Hold
3
– – ﹤0.01% 4848
2025
Q3 		$9 Buy
+3
New +$11 ﹤0.01% 4787
2025
Q2 		– Sell
-1
Closed -$4 – 4734
2025
Q1 		$3 Hold
1
– – ﹤0.01% 4278
2024
Q4 		$6 Buy
+1
New +$6 ﹤0.01% 4553

Other funds holding BTMD

AHL
Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

IFP Advisors's BTMD Position: Q2 2026 in Review

IFP Advisors increased its Biote Corp (BTMD) stake by 657% in Q2 2026, buying an estimated $95 and bringing the position to 53 shares worth $100. The position accounts for ﹤0.01% of the portfolio, ranked #4958.

IFP Advisors first reported a position in BTMD in Q4 2024 and has held it in 6 quarters since. 12 funds tracked by Wall St. Rank hold BTMD as of Q2 2026.

  • IFP Advisors held 53 shares of Biote Corp worth $100 as of Q2 2026.
  • IFP Advisors bought 46 Biote Corp shares in Q2 2026, an estimated $95.
  • Biote Corp made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4958 holding.
  • IFP Advisors first reported a position in Biote Corp in Q4 2024 and has held it in 6 quarters since.
  • 12 funds tracked by Wall St. Rank held Biote Corp as of Q2 2026.

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