IFP Advisors’s CVD Equipment Corp CVV Stock Holding History

IFP Advisors’s Portfolio CVV Stock Details CVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-155	Closed	-$462	–	4856
2025 Q2	$462	Buy	+155	New	+$458	﹤0.01%	4461

Other funds holding CVV

AMH Equity Great Neck, New York $80.3M AUM 78.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

QOP

Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cannell & Spears New York $5.1B AUM 31.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

IFP Advisors's CVV Position: Q3 2025 in Review

IFP Advisors sold out of CVD Equipment Corp (CVV) in Q3 2025, closing a stake of 155 shares — an estimated $462 sold.

IFP Advisors first reported a position in CVV in Q2 2025 and held it in 1 quarter. The position peaked at $462 in Q2 2025. 22 funds tracked by Wall St. Rank hold CVV as of Q3 2025.

IFP Advisors reported no remaining CVD Equipment Corp position as of Q3 2025 after selling out during the quarter.
IFP Advisors sold 155 CVD Equipment Corp shares in Q3 2025, an estimated $462.
IFP Advisors first reported a position in CVD Equipment Corp in Q2 2025 and held it in 1 quarter.
IFP Advisors's CVD Equipment Corp position peaked at $462 in Q2 2025.
22 funds tracked by Wall St. Rank held CVD Equipment Corp as of Q3 2025.

Based on IFP Advisors's 13F filing for Q3 2025, filed 2 Dec 2025.