IFP Advisors’s Claritev Corp CTEV Stock Holding History

IFP Advisors’s Portfolio CTEV Stock Details CTEV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$275	Buy	+13	New	+$409	﹤0.01%	4817
2026 Q2	–	Sell	-14	Closed	-$229	–	5318
2026 Q1	$229	Buy	14 +11	+367%	+$246	﹤0.01%	4596
2025 Q4	$128	Buy	+3	New	+$153	﹤0.01%	4553
2023 Q1	–	Sell	-2	Closed	-$1K	–	4494
2022 Q4	$1K	Hold	2	–	–	﹤0.01%	4529
2022 Q3	$1K	Buy	+2	New	+$331	﹤0.01%	4717

Other funds holding CTEV

GAMMA Investing Foster City, California $2.96B AUM 34.38% 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

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

IFP Advisors's CTEV Position: Q3 2026 in Review

IFP Advisors opened a new position in Claritev Corp (CTEV) in Q3 2026: 13 shares worth $275. The stake represents ﹤0.01% of the portfolio and ranks #4817 among its holdings. This is a return to the name: IFP Advisors previously reported a position in CTEV as recently as Q1 2026.

IFP Advisors first reported a position in CTEV in Q3 2022 and has held it in 5 quarters since. The position peaked at $1K in Q4 2022. 5 funds tracked by Wall St. Rank hold CTEV as of Q3 2026.

IFP Advisors held 13 shares of Claritev Corp worth $275 as of Q3 2026.
Claritev Corp was a new IFP Advisors position in Q3 2026.
Claritev Corp made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4817 holding.
IFP Advisors first reported a position in Claritev Corp in Q3 2022 and has held it in 5 quarters since.
IFP Advisors's Claritev Corp position peaked at $1K in Q4 2022.
5 funds tracked by Wall St. Rank held Claritev Corp as of Q3 2026.

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