IA
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IFP Advisors’s Calix CALX Stock Holding History

IFP Advisors’s Portfolio CALX Stock Details CALX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.27K Hold
168
– – ﹤0.01% 3647
2026
Q1 		$8.23K Buy
168
+94
+127% +$4.93K ﹤0.01% 3252
2025
Q4 		$3.92K Hold
74
– – ﹤0.01% 3537
2025
Q3 		$4.54K Buy
+74
New +$4.26K ﹤0.01% 3305
2025
Q2 		– Sell
-17
Closed -$727 – 2761
2025
Q1 		$957 Sell
17
-14
-45% -$519 ﹤0.01% 3345
2024
Q4 		$1.43K Sell
31
-5
-14% -$176 ﹤0.01% 3202
2024
Q3 		$1.4K Hold
36
– – ﹤0.01% 3015
2024
Q2 		$1.27K Sell
36
-23
-39% -$740 ﹤0.01% 2934
2024
Q1 		$1.96K Hold
59
– – ﹤0.01% 2699
2023
Q4 		$2.58K Sell
59
-13
-18% -$520 ﹤0.01% 2618
2023
Q3 		$3.3K Sell
72
-2,883
-98% -$131K ﹤0.01% 2673
2023
Q2 		$147K Hold
2,955
– – 0.01% 1161
2023
Q1 		$21.6K Sell
2,955
-2,974
-50% -$162K ﹤0.01% 1988
2022
Q4 		$49K Sell
5,929
-163
-3% -$11K ﹤0.01% 2255
2022
Q3 		$53K Buy
6,092
+59
+1% +$3.15K ﹤0.01% 2317
2022
Q2 		$52K Hold
6,033
– – ﹤0.01% 2137
2022
Q1 		$52K Buy
6,033
+2,151
+55% +$109K ﹤0.01% 2137
2021
Q4 		$310K Buy
3,882
+692
+22% +$45.2K 0.01% 766
2021
Q3 		$157K Sell
3,190
-133
-4% -$6.13K ﹤0.01% 1081
2021
Q2 		$158K Buy
3,323
+100
+3% +$4.39K ﹤0.01% 1024
2021
Q1 		$112K Hold
3,223
– – ﹤0.01% 1119
2020
Q4 		$96K Buy
+3,223
New +$79.6K ﹤0.01% 1151
2017
Q2 		– Sell
-1,000
Closed -$7K – 4083
2017
Q1 		$7K Buy
+1,000
New +$7.08K ﹤0.01% 3101

Other funds holding CALX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

IFP Advisors's CALX Position: Q2 2026 in Review

IFP Advisors held its Calix (CALX) position steady in Q2 2026 at 168 shares worth $6.27K. The position accounts for ﹤0.01% of the portfolio, ranked #3647.

IFP Advisors first reported a position in CALX in Q1 2017 and has held it in 23 quarters since. The position peaked at $310K in Q4 2021. 285 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • IFP Advisors held 168 shares of Calix worth $6.27K as of Q2 2026.
  • IFP Advisors left its Calix share count unchanged in Q2 2026.
  • Calix made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3647 holding.
  • IFP Advisors first reported a position in Calix in Q1 2017 and has held it in 23 quarters since.
  • IFP Advisors's Calix position peaked at $310K in Q4 2021.
  • 285 funds tracked by Wall St. Rank held Calix as of Q2 2026.

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