IFP Advisors’s Consumer Portfolio Services CPSS Stock Holding History

IFP Advisors’s Portfolio CPSS Stock Details CPSS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$37	Hold	4	–	–	﹤0.01%	5090
2026 Q2	$38	Hold	4	–	–	﹤0.01%	5041
2026 Q1	$31	Sell	4 -1	-20%	-$8	﹤0.01%	4884
2025 Q4	$47	Buy	5 +2	+67%	+$17	﹤0.01%	4712
2025 Q3	$23	Buy	3 +1	+50%	+$9	﹤0.01%	4742
2025 Q2	$40	Buy	+2	New	+$18	﹤0.01%	4810

Other funds holding CPSS

FFO

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

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

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

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

IFP Advisors's CPSS Position: Q3 2026 in Review

IFP Advisors held its Consumer Portfolio Services (CPSS) position steady in Q3 2026 at 4 shares worth $37. The position accounts for ﹤0.01% of the portfolio, ranked #5090.

IFP Advisors first reported a position in CPSS in Q2 2025 and has held it in 6 quarters since. The position peaked at $47 in Q4 2025. 6 funds tracked by Wall St. Rank hold CPSS as of Q3 2026.

IFP Advisors held 4 shares of Consumer Portfolio Services worth $37 as of Q3 2026.
IFP Advisors left its Consumer Portfolio Services share count unchanged in Q3 2026.
Consumer Portfolio Services made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #5090 holding.
IFP Advisors first reported a position in Consumer Portfolio Services in Q2 2025 and has held it in 6 quarters since.
IFP Advisors's Consumer Portfolio Services position peaked at $47 in Q4 2025.
6 funds tracked by Wall St. Rank held Consumer Portfolio Services as of Q3 2026.

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