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IFP Advisors’s Energy Services of America ESOA Stock Holding History

IFP Advisors’s Portfolio ESOA Stock Details ESOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$812 Buy
+42
New +$685 ﹤0.01% 4565
2024
Q2 		– Sell
-2,093
Closed -$17.3K – 3262
2024
Q1 		$17.3K Buy
+2,093
New +$15.4K ﹤0.01% 2041

Other funds holding ESOA

AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return
CWG
Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 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
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

IFP Advisors's ESOA Position: Q2 2026 in Review

IFP Advisors opened a new position in Energy Services of America (ESOA) in Q2 2026: 42 shares worth $812. The stake represents ﹤0.01% of the portfolio and ranks #4565 among its holdings. This is a return to the name: IFP Advisors previously reported a position in ESOA as recently as Q1 2024.

IFP Advisors first reported a position in ESOA in Q1 2024 and has held it in 2 quarters since. The position peaked at $17.3K in Q1 2024. 9 funds tracked by Wall St. Rank hold ESOA as of Q2 2026.

  • IFP Advisors held 42 shares of Energy Services of America worth $812 as of Q2 2026.
  • Energy Services of America was a new IFP Advisors position in Q2 2026.
  • Energy Services of America made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4565 holding.
  • IFP Advisors first reported a position in Energy Services of America in Q1 2024 and has held it in 2 quarters since.
  • IFP Advisors's Energy Services of America position peaked at $17.3K in Q1 2024.
  • 9 funds tracked by Wall St. Rank held Energy Services of America as of Q2 2026.

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