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 Q3	$1	Sell	1 -52	-98%	-$92	﹤0.01%	5224
2026 Q2	$100	Buy	53 +46	+657%	+$95	﹤0.01%	4956
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

Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

IFP Advisors's BTMD Position: Q3 2026 in Review

IFP Advisors reduced its Biote Corp (BTMD) stake by 98% in Q3 2026, selling an estimated $92 and leaving 1 share worth $1. The position accounts for ﹤0.01% of the portfolio, ranked #5224.

IFP Advisors first reported a position in BTMD in Q4 2024 and has held it in 7 quarters since. The position peaked at $100 in Q2 2026. 5 funds tracked by Wall St. Rank hold BTMD as of Q3 2026.

IFP Advisors held 1 share of Biote Corp worth $1 as of Q3 2026.
IFP Advisors sold 52 Biote Corp shares in Q3 2026, an estimated $92.
Biote Corp made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #5224 holding.
IFP Advisors first reported a position in Biote Corp in Q4 2024 and has held it in 7 quarters since.
IFP Advisors's Biote Corp position peaked at $100 in Q2 2026.
5 funds tracked by Wall St. Rank held Biote Corp as of Q3 2026.

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