IFP Advisors
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IFP Advisors’s Eos Energy Enterprises EOSE Stock Holding History

IFP Advisors’s Portfolio EOSE Stock Details EOSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.72K Hold
886
– – ﹤0.01% 4094
2026
Q2 		$5.21K Sell
886
-173
-16% -$1.2K ﹤0.01% 3770
2026
Q1 		$5.25K Buy
1,059
+4
+0.4% +$43 ﹤0.01% 3495
2025
Q4 		$12.1K Buy
1,055
+184
+21% +$2.64K ﹤0.01% 2963
2025
Q3 		$9.9K Sell
871
-12
-1% -$82 ﹤0.01% 2907
2025
Q2 		$4.52K Buy
+883
New +$4.33K ﹤0.01% 3464
2024
Q4 		– Sell
-800
Closed -$2.38K – 4613
2024
Q3 		$2.38K Buy
+800
New +$1.69K ﹤0.01% 2872

Other funds holding EOSE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Crystal Cove Asset Management
Crystal Cove Asset Management Newport Beach, California $66.8M AUM
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
Baker Avenue Asset Management
Baker Avenue Asset Management San Francisco, California $5.35B AUM 26.77% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

IFP Advisors's EOSE Position: Q3 2026 in Review

IFP Advisors held its Eos Energy Enterprises (EOSE) position steady in Q3 2026 at 886 shares worth $2.72K. The position accounts for ﹤0.01% of the portfolio, ranked #4094.

IFP Advisors first reported a position in EOSE in Q3 2024 and has held it in 7 quarters since. The position peaked at $12.1K in Q4 2025. 135 funds tracked by Wall St. Rank hold EOSE as of Q3 2026.

  • IFP Advisors held 886 shares of Eos Energy Enterprises worth $2.72K as of Q3 2026.
  • IFP Advisors left its Eos Energy Enterprises share count unchanged in Q3 2026.
  • Eos Energy Enterprises made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4094 holding.
  • IFP Advisors first reported a position in Eos Energy Enterprises in Q3 2024 and has held it in 7 quarters since.
  • IFP Advisors's Eos Energy Enterprises position peaked at $12.1K in Q4 2025.
  • 135 funds tracked by Wall St. Rank held Eos Energy Enterprises as of Q3 2026.

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