IFP Advisors’s InfuSystem Holdings INFU Stock Holding History

IFP Advisors’s Portfolio INFU Stock Details INFU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.75K	Buy	+136	New	+$1.53K	﹤0.01%	4283
2025 Q4	–	Sell	-2	Closed	-$21	–	4959
2025 Q3	$21	Buy	+2	New	+$17	﹤0.01%	4753
2025 Q2	–	Sell	-6	Closed	-$33	–	4680
2025 Q1	$32	Hold	6	–	–	﹤0.01%	4101
2024 Q4	$51	Buy	+6	New	+$47	﹤0.01%	4252
2016 Q4	–	Sell	-100	Closed	–	–	4051
2016 Q3	$0	Hold	100	–	–	﹤0.01%	3958
2016 Q2	$0	Buy	+100	New	+$315	﹤0.01%	3933

Other funds holding INFU

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

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

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

IFP Advisors's INFU Position: Q3 2026 in Review

IFP Advisors opened a new position in InfuSystem Holdings (INFU) in Q3 2026: 136 shares worth $1.75K. The stake represents ﹤0.01% of the portfolio and ranks #4283 among its holdings. This is a return to the name: IFP Advisors previously reported a position in INFU as recently as Q3 2025.

IFP Advisors first reported a position in INFU in Q2 2016 and has held it in 6 quarters since. 11 funds tracked by Wall St. Rank hold INFU as of Q3 2026.

IFP Advisors held 136 shares of InfuSystem Holdings worth $1.75K as of Q3 2026.
InfuSystem Holdings was a new IFP Advisors position in Q3 2026.
InfuSystem Holdings made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4283 holding.
IFP Advisors first reported a position in InfuSystem Holdings in Q2 2016 and has held it in 6 quarters since.
11 funds tracked by Wall St. Rank held InfuSystem Holdings as of Q3 2026.

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