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IFP Advisors’s Perspective Therapeutics CATX Stock Holding History

IFP Advisors’s Portfolio CATX Stock Details CATX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Hold
0
– – – 4071
2018
Q4 		– Sell
-625
Closed -$3K – 3549
2018
Q3 		$3K Hold
625
– – ﹤0.01% 3388
2018
Q2 		$3K Hold
625
– – ﹤0.01% 3456
2018
Q1 		$2K Hold
625
– – ﹤0.01% 3482
2017
Q4 		$2K Hold
625
– – ﹤0.01% 3533
2017
Q3 		$3K Hold
625
– – ﹤0.01% 3593
2017
Q2 		$4K Hold
625
– – ﹤0.01% 3484
2017
Q1 		$4K Hold
625
– – ﹤0.01% 3392
2016
Q4 		$4K Buy
+625
New +$3.82K ﹤0.01% 3375

Other funds holding CATX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $624M AUM 250.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NWMG
Nicholson Wealth Management Group Charlestown, South Carolina $170M AUM 10.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

IFP Advisors's CATX Position: Q2 2025 in Review

IFP Advisors held its Perspective Therapeutics (CATX) position steady in Q2 2025 at 0 shares worth $1.38K. The position accounts for ﹤0.01% of the portfolio, ranked #4071.

IFP Advisors first reported a position in CATX in Q4 2016 and has held it in 8 quarters since. The position peaked at $4K in Q2 2017. 97 funds tracked by Wall St. Rank hold CATX as of Q2 2025.

  • IFP Advisors held 0 shares of Perspective Therapeutics worth $1.38K as of Q2 2025.
  • IFP Advisors left its Perspective Therapeutics share count unchanged in Q2 2025.
  • Perspective Therapeutics made up ﹤0.01% of IFP Advisors's portfolio in Q2 2025, its #4071 holding.
  • IFP Advisors first reported a position in Perspective Therapeutics in Q4 2016 and has held it in 8 quarters since.
  • IFP Advisors's Perspective Therapeutics position peaked at $4K in Q2 2017.
  • 97 funds tracked by Wall St. Rank held Perspective Therapeutics as of Q2 2025.

Based on IFP Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.