IFP Advisors’s Citizens CIA Stock Holding History

IFP Advisors’s Portfolio CIA Stock Details CIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$24	Sell	7 -6	-46%	-$26	﹤0.01%	5123
2026 Q2	$75	Buy	13 +11	+550%	+$60	﹤0.01%	4989
2026 Q1	$10	Hold	2	–	–	﹤0.01%	4963
2025 Q4	$10	Hold	2	–	–	﹤0.01%	4838
2025 Q3	$10	Buy	+2	New	+$9	﹤0.01%	4784
2023 Q1	–	Sell	-475	Closed	-$4K	–	3543
2022 Q4	$4K	Hold	475	–	–	﹤0.01%	3867
2022 Q3	$4K	Hold	475	–	–	﹤0.01%	4104
2022 Q2	$4K	Hold	475	–	–	﹤0.01%	3868
2022 Q1	$4K	Buy	+475	New	+$2.15K	﹤0.01%	3868
2017 Q2	–	Sell	-17	Closed	–	–	4087
2017 Q1	$0	Buy	+17	New	+$151	﹤0.01%	4008

Other funds holding CIA

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

AWM

Activest Wealth Management Aventure, Florida $540M AUM 34.92% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors's CIA Position: Q3 2026 in Review

IFP Advisors reduced its Citizens (CIA) stake by 46% in Q3 2026, selling an estimated $26 and leaving 7 shares worth $24. The position accounts for ﹤0.01% of the portfolio, ranked #5123.

IFP Advisors first reported a position in CIA in Q1 2017 and has held it in 10 quarters since. The position peaked at $4K in Q4 2022. 5 funds tracked by Wall St. Rank hold CIA as of Q3 2026.

IFP Advisors held 7 shares of Citizens worth $24 as of Q3 2026.
IFP Advisors sold 6 Citizens shares in Q3 2026, an estimated $26.
Citizens made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #5123 holding.
IFP Advisors first reported a position in Citizens in Q1 2017 and has held it in 10 quarters since.
IFP Advisors's Citizens position peaked at $4K in Q4 2022.
5 funds tracked by Wall St. Rank held Citizens as of Q3 2026.

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