IFP Advisors
FEPI icon

IFP Advisors’s REX FANG & Innovation Equity Premium Income ETF FEPI Stock Holding History

IFP Advisors’s Portfolio FEPI Stock Details FEPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$147K Buy
3,441
+204
+6% +$8.53K ﹤0.01% 1725
2026
Q2 		$140K Sell
3,237
-1,788
-36% -$77.9K ﹤0.01% 1749
2026
Q1 		$199K Buy
5,025
+72
+1% +$3.08K ﹤0.01% 1406
2025
Q4 		$226K Sell
4,953
-719
-13% -$33.6K 0.01% 1310
2025
Q3 		$266K Buy
5,672
+3,090
+120% +$143K 0.01% 1155
2025
Q2 		$118K Sell
2,582
-1,600
-38% -$68.1K ﹤0.01% 1541
2025
Q1 		$174K Buy
4,182
+1,049
+33% +$49.5K 0.01% 1240
2024
Q4 		$156K Buy
3,133
+1,675
+115% +$86.4K 0.01% 1259
2024
Q3 		$74.8K Sell
1,458
-1,283
-47% -$66.3K ﹤0.01% 1541
2024
Q2 		$150K Buy
2,741
+2,244
+452% +$122K 0.01% 1183
2024
Q1 		$27.6K Buy
+497
New +$27.8K ﹤0.01% 1834

Other funds holding FEPI

Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CFSG
Community Financial Services Group Newport, Vermont $655M AUM 21.88% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

IFP Advisors's FEPI Position: Q3 2026 in Review

IFP Advisors increased its REX FANG & Innovation Equity Premium Income ETF (FEPI) stake by 6.3% in Q3 2026, buying an estimated $8.53K and bringing the position to 3,441 shares worth $147K. The position accounts for ﹤0.01% of the portfolio, ranked #1725.

IFP Advisors first reported a position in FEPI in Q1 2024 and has held it in 11 quarters since. The position peaked at $266K in Q3 2025. 10 funds tracked by Wall St. Rank hold FEPI as of Q3 2026.

  • IFP Advisors held 3,441 shares of REX FANG & Innovation Equity Premium Income ETF worth $147K as of Q3 2026.
  • IFP Advisors bought 204 REX FANG & Innovation Equity Premium Income ETF shares in Q3 2026, an estimated $8.53K.
  • REX FANG & Innovation Equity Premium Income ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #1725 holding.
  • IFP Advisors first reported a position in REX FANG & Innovation Equity Premium Income ETF in Q1 2024 and has held it in 11 quarters since.
  • IFP Advisors's REX FANG & Innovation Equity Premium Income ETF position peaked at $266K in Q3 2025.
  • 10 funds tracked by Wall St. Rank held REX FANG & Innovation Equity Premium Income ETF as of Q3 2026.

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