IFP Advisors’s BrightSpring Health Services BTSG Stock Holding History

IFP Advisors’s Portfolio BTSG Stock Details BTSG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$34.4K	Hold	606	–	–	﹤0.01%	2626
2026 Q2	$42.3K	Buy	606 +407	+205%	+$22.6K	﹤0.01%	2508
2026 Q1	$8.48K	Sell	199 -2,334	-92%	-$94K	﹤0.01%	3234
2025 Q4	$94.9K	Buy	2,533 +1,035	+69%	+$34.7K	﹤0.01%	1827
2025 Q3	$44.3K	Sell	1,498 -127	-8%	-$2.95K	﹤0.01%	2138
2025 Q2	$39.5K	Sell	1,625 -6,588	-80%	-$137K	﹤0.01%	2173
2025 Q1	$149K	Buy	8,213 +8,210	+273,667%	+$161K	﹤0.01%	1316
2024 Q4	$51	Sell	3 -259	-99%	-$4.48K	﹤0.01%	4256
2024 Q3	$3.85K	Hold	262	–	–	﹤0.01%	2749
2024 Q2	$2.98K	Buy	+262	New	+$2.86K	﹤0.01%	2730

Other funds holding BTSG

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

HCA

Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return

Wealthstar Advisors Plano, Texas $354M AUM 38.71% 1-Year Est. Return

AIM

Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

MAG

MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Barlow Wealth Partners Louisville, Kentucky $970M AUM 17.04% 1-Year Est. Return

IFP Advisors's BTSG Position: Q3 2026 in Review

IFP Advisors held its BrightSpring Health Services (BTSG) position steady in Q3 2026 at 606 shares worth $34.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2626.

IFP Advisors first reported a position in BTSG in Q2 2024 and has held it in 10 quarters since. The position peaked at $149K in Q1 2025. 45 funds tracked by Wall St. Rank hold BTSG as of Q3 2026.

IFP Advisors held 606 shares of BrightSpring Health Services worth $34.4K as of Q3 2026.
IFP Advisors left its BrightSpring Health Services share count unchanged in Q3 2026.
BrightSpring Health Services made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2626 holding.
IFP Advisors first reported a position in BrightSpring Health Services in Q2 2024 and has held it in 10 quarters since.
IFP Advisors's BrightSpring Health Services position peaked at $149K in Q1 2025.
45 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q3 2026.

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