IFP Advisors’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.58K | Buy |
1,497
+1,233
| +467% | +$7.18K | ﹤0.01% | 3553 |
|
|
2026
Q1 | $1.59K | Buy |
264
+159
| +151% | +$803 | ﹤0.01% | 4044 |
|
|
2025
Q4 | $536 | Buy |
105
+10
| +11% | +$62 | ﹤0.01% | 4270 |
|
|
2025
Q3 | $724 | Sell |
95
-135
| -59% | -$727 | ﹤0.01% | 4056 |
|
|
2025
Q2 | $789 | Hold |
230
| – | – | ﹤0.01% | 4297 |
|
|
2025
Q1 | $876 | Sell |
230
-592
| -72% | -$2.61K | ﹤0.01% | 3361 |
|
|
2024
Q4 | $3.58K | Buy |
822
+100
| +14% | +$509 | ﹤0.01% | 2916 |
|
|
2024
Q3 | $4.82K | Sell |
722
-492
| -41% | -$2.26K | ﹤0.01% | 2679 |
|
|
2024
Q2 | $5.05K | Sell |
1,214
-4,585
| -79% | -$21.7K | ﹤0.01% | 2553 |
|
|
2024
Q1 | $26.1K | Sell |
5,799
-973
| -14% | -$5.87K | ﹤0.01% | 1855 |
|
|
2023
Q4 | $61.4K | Buy |
6,772
+67
| +1% | +$532 | ﹤0.01% | 1461 |
|
|
2023
Q3 | $60.6K | Hold |
6,705
| – | – | ﹤0.01% | 1478 |
|
|
2023
Q2 | $65K | Buy |
6,705
+620
| +10% | +$5.25K | ﹤0.01% | 1501 |
|
|
2023
Q1 | $40.2K | Sell |
6,085
-3,390
| -36% | -$34.7K | ﹤0.01% | 1679 |
|
|
2022
Q4 | $83K | Sell |
9,475
-4,696
| -33% | -$54.1K | ﹤0.01% | 1867 |
|
|
2022
Q3 | $119K | Buy |
14,171
+540
| +4% | +$10.7K | ﹤0.01% | 1735 |
|
|
2022
Q2 | $116K | Hold |
13,631
| – | – | ﹤0.01% | 1595 |
|
|
2022
Q1 | $116K | Buy |
13,631
+5,636
| +70% | +$133K | ﹤0.01% | 1595 |
|
|
2021
Q4 | $255K | Buy |
7,995
+1,699
| +27% | +$62.4K | 0.01% | 853 |
|
|
2021
Q3 | $228K | Sell |
6,296
-1,365
| -18% | -$56.1K | ﹤0.01% | 898 |
|
|
2021
Q2 | $407K | Buy |
7,661
+546
| +8% | +$21.9K | 0.01% | 616 |
|
|
2021
Q1 | $278K | Buy |
7,115
+35
| +0.5% | +$1.78K | 0.01% | 704 |
|
|
2020
Q4 | $344K | Sell |
7,080
-3,505
| -33% | -$136K | 0.01% | 615 |
|
|
2020
Q3 | $221K | Buy |
10,585
+8,210
| +346% | +$126K | 0.01% | 674 |
|
|
2020
Q2 | $17K | Sell |
2,375
-2,225
| -48% | -$9.78K | ﹤0.01% | 1612 |
|
|
2020
Q1 | $13K | Sell |
4,600
-2,165
| -32% | -$8.06K | ﹤0.01% | 1671 |
|
|
2019
Q4 | $16K | Hold |
6,765
| – | – | ﹤0.01% | 1724 |
|
|
2019
Q3 | $12K | Buy |
+6,765
| New | +$20.7K | ﹤0.01% | 1991 |
|
|
2019
Q1 | $6K | Sell |
996
-74
| -7% | -$524 | ﹤0.01% | 1796 |
|
|
2018
Q4 | $7K | Buy |
1,070
+1,050
| +5,250% | +$7.3K | ﹤0.01% | 2689 |
|
|
2018
Q3 | $0 | Buy |
+20
| New | +$165 | ﹤0.01% | 3948 |
|
Other funds holding NIO
AMH
IFP Advisors's NIO Position: Q2 2026 in Review
IFP Advisors increased its NIO (NIO) stake by 467% in Q2 2026, buying an estimated $7.18K and bringing the position to 1,497 shares worth $7.58K. The position accounts for ﹤0.01% of the portfolio, ranked #3553.
IFP Advisors first reported a position in NIO in Q3 2018 and has held it in 31 quarters since. The position peaked at $407K in Q2 2021. 419 funds tracked by Wall St. Rank hold NIO as of Q2 2026.
- IFP Advisors held 1,497 shares of NIO worth $7.58K as of Q2 2026.
- IFP Advisors bought 1,233 NIO shares in Q2 2026, an estimated $7.18K.
- NIO made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3553 holding.
- IFP Advisors first reported a position in NIO in Q3 2018 and has held it in 31 quarters since.
- IFP Advisors's NIO position peaked at $407K in Q2 2021.
- 419 funds tracked by Wall St. Rank held NIO as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.