IFP Advisors’s iCoreConnect ICCT Stock Holding History

IFP Advisors’s Portfolio ICCT Stock Details ICCT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-16	Closed	-$2	–	4472
2024 Q4	$2	Buy	16 +15	+1,500%	+$69	﹤0.01%	4582
2024 Q3	$6	Hold	1	–	–	﹤0.01%	3289
2024 Q2	$15	Hold	1	–	–	﹤0.01%	3210
2024 Q1	$20	Hold	1	–	–	﹤0.01%	3093
2023 Q4	$20	Hold	1	–	–	﹤0.01%	3008
2023 Q3	$64	Buy	+1	New	+$112	﹤0.01%	3230

Other funds holding ICCT

SCA

Sassicaia Capital Advisers Jericho, New York $227M AUM 402.2% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MWA

Medallion Wealth Advisors Farmington, Connecticut $317M AUM 21.26% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IFP Advisors's ICCT Position: Q1 2025 in Review

IFP Advisors sold out of iCoreConnect (ICCT) in Q1 2025, closing a stake of 16 shares — an estimated $2 sold.

IFP Advisors first reported a position in ICCT in Q3 2023 and held it in 6 quarters. The position peaked at $64 in Q3 2023. 10 funds tracked by Wall St. Rank hold ICCT as of Q1 2025.

IFP Advisors reported no remaining iCoreConnect position as of Q1 2025 after selling out during the quarter.
IFP Advisors sold 16 iCoreConnect shares in Q1 2025, an estimated $2.
IFP Advisors first reported a position in iCoreConnect in Q3 2023 and held it in 6 quarters.
IFP Advisors's iCoreConnect position peaked at $64 in Q3 2023.
10 funds tracked by Wall St. Rank held iCoreConnect as of Q1 2025.

Based on IFP Advisors's 13F filing for Q1 2025, filed 5 May 2025.