IFP Advisors’s Vertical Aerospace EVTL Stock Holding History

IFP Advisors’s Portfolio EVTL Stock Details EVTL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-30	Closed	-$52	–	5297
2026 Q2	$52	Buy	+30	New	+$72	﹤0.01%	5016

Other funds holding EVTL

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Hartmann Taylor Wealth Management Dallas, Texas $178M AUM 10.08% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

NVWM LLC Yardley, Pennsylvania $533M AUM 27.53% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

Birchbrook Bangor, Maine $209M AUM 12.33% 1-Year Est. Return

IFP Advisors's EVTL Position: Q3 2026 in Review

IFP Advisors sold out of Vertical Aerospace (EVTL) in Q3 2026, closing a stake of 30 shares — an estimated $52 sold.

IFP Advisors first reported a position in EVTL in Q2 2026 and held it in 1 quarter. The position peaked at $52 in Q2 2026. 8 funds tracked by Wall St. Rank hold EVTL as of Q3 2026.

IFP Advisors reported no remaining Vertical Aerospace position as of Q3 2026 after selling out during the quarter.
IFP Advisors sold 30 Vertical Aerospace shares in Q3 2026, an estimated $52.
IFP Advisors first reported a position in Vertical Aerospace in Q2 2026 and held it in 1 quarter.
IFP Advisors's Vertical Aerospace position peaked at $52 in Q2 2026.
8 funds tracked by Wall St. Rank held Vertical Aerospace as of Q3 2026.

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