IFP Advisors’s MarketWise MKTW Stock Holding History

IFP Advisors’s Portfolio MKTW Stock Details MKTW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$285	Buy	16 +12	+300%	+$207	﹤0.01%	4794
2026 Q1	$75	Buy	+4	New	+$62	﹤0.01%	4784
2025 Q2	–	Hold	0	–	–	–	4811

Other funds holding MKTW

Phraction Management Colchester, Connecticut $596M AUM 36.77% 1-Year Est. Return

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

IFP Advisors's MKTW Position: Q2 2026 in Review

IFP Advisors increased its MarketWise (MKTW) stake by 300% in Q2 2026, buying an estimated $207 and bringing the position to 16 shares worth $285. The position accounts for ﹤0.01% of the portfolio, ranked #4794.

IFP Advisors first reported a position in MKTW in Q1 2026 and has held it in 2 quarters since. 6 funds tracked by Wall St. Rank hold MKTW as of Q2 2026.

IFP Advisors held 16 shares of MarketWise worth $285 as of Q2 2026.
IFP Advisors bought 12 MarketWise shares in Q2 2026, an estimated $207.
MarketWise made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4794 holding.
IFP Advisors first reported a position in MarketWise in Q1 2026 and has held it in 2 quarters since.
6 funds tracked by Wall St. Rank held MarketWise as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.