IFP Advisors
FITZ icon

IFP Advisors’s Fitz-Gerald Must Have Portfolio ETF FITZ Stock Holding History

IFP Advisors’s Portfolio FITZ Stock Details FITZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.57K Hold
100
– – ﹤0.01% 4110
2026
Q2 		$2.44K Buy
+100
New +$2.43K ﹤0.01% 4149

Other funds holding FITZ

Polaris Financial Partners
Polaris Financial Partners Westerville, Ohio $223M AUM
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
NBC Securities
NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return
Parallel Advisors
Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return
Foresight Capital Management Advisors
Foresight Capital Management Advisors Saline, Michigan $202M AUM 20.26% 1-Year Est. Return
Hilltop National Bank
Hilltop National Bank Casper, Wyoming $465M AUM 31.11% 1-Year Est. Return
Larson Financial Group
Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

IFP Advisors's FITZ Position: Q3 2026 in Review

IFP Advisors held its Fitz-Gerald Must Have Portfolio ETF (FITZ) position steady in Q3 2026 at 100 shares worth $2.57K. The position accounts for ﹤0.01% of the portfolio, ranked #4110.

IFP Advisors first reported a position in FITZ in Q2 2026 and has held it in 2 quarters since. 11 funds tracked by Wall St. Rank hold FITZ as of Q3 2026.

  • IFP Advisors held 100 shares of Fitz-Gerald Must Have Portfolio ETF worth $2.57K as of Q3 2026.
  • IFP Advisors left its Fitz-Gerald Must Have Portfolio ETF share count unchanged in Q3 2026.
  • Fitz-Gerald Must Have Portfolio ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4110 holding.
  • IFP Advisors first reported a position in Fitz-Gerald Must Have Portfolio ETF in Q2 2026 and has held it in 2 quarters since.
  • 11 funds tracked by Wall St. Rank held Fitz-Gerald Must Have Portfolio ETF as of Q3 2026.

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