IA
CTEV

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
Q2 		– Sell
-14
Closed -$229 – 5322
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

CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

IFP Advisors's CTEV Position: Q2 2026 in Review

IFP Advisors sold out of Claritev Corp (CTEV) in Q2 2026, closing a stake of 14 shares — an estimated $229 sold.

IFP Advisors first reported a position in CTEV in Q3 2022 and held it in 4 quarters. The position peaked at $1K in Q4 2022. 5 funds tracked by Wall St. Rank hold CTEV as of Q2 2026.

  • IFP Advisors reported no remaining Claritev Corp position as of Q2 2026 after selling out during the quarter.
  • IFP Advisors sold 14 Claritev Corp shares in Q2 2026, an estimated $229.
  • IFP Advisors first reported a position in Claritev Corp in Q3 2022 and held it in 4 quarters.
  • IFP Advisors's Claritev Corp position peaked at $1K in Q4 2022.
  • 5 funds tracked by Wall St. Rank held Claritev Corp as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.