IFP Advisors’s Circle8 Group CIRC Stock Holding History

IFP Advisors’s Portfolio CIRC Stock Details CIRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$11	Sell	23 -32	-58%	-$21	﹤0.01%	5173
2026 Q2	$51	Buy	55 +26	+90%	+$41	﹤0.01%	5022
2026 Q1	$88	Buy	29 +28	+2,800%	+$88	﹤0.01%	4760
2025 Q4	$1	Hold	1	–	–	﹤0.01%	4881
2025 Q3	$3	Buy	+1	New	+$3	﹤0.01%	4823

Other funds holding CIRC

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

IFP Advisors's CIRC Position: Q3 2026 in Review

IFP Advisors reduced its Circle8 Group (CIRC) stake by 58% in Q3 2026, selling an estimated $21 and leaving 23 shares worth $11. The position accounts for ﹤0.01% of the portfolio, ranked #5173.

IFP Advisors first reported a position in CIRC in Q3 2025 and has held it in 5 quarters since. The position peaked at $88 in Q1 2026. 2 funds tracked by Wall St. Rank hold CIRC as of Q3 2026.

IFP Advisors held 23 shares of Circle8 Group worth $11 as of Q3 2026.
IFP Advisors sold 32 Circle8 Group shares in Q3 2026, an estimated $21.
Circle8 Group made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #5173 holding.
IFP Advisors first reported a position in Circle8 Group in Q3 2025 and has held it in 5 quarters since.
IFP Advisors's Circle8 Group position peaked at $88 in Q1 2026.
2 funds tracked by Wall St. Rank held Circle8 Group as of Q3 2026.

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