IA
NKLA

IFP Advisors’s Nikola Corporation Common Stock NKLA Stock Holding History

IFP Advisors’s Portfolio NKLA Stock Details NKLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-36
Closed -$4 – 5063
2025
Q1 		$4 Sell
36
-7
-16% -$6 ﹤0.01% 4277
2024
Q4 		$50 Buy
43
+6
+16% +$17 ﹤0.01% 4263
2024
Q3 		$170 Sell
37
-1,176
-97% -$8.71K ﹤0.01% 3212
2024
Q2 		$716 Buy
1,213
+1,155
+1,991% +$20.6K ﹤0.01% 3041
2024
Q1 		$1.81K Buy
58
+29
+100% +$623 ﹤0.01% 2722
2023
Q4 		$756 Sell
29
-66
-69% -$2.05K ﹤0.01% 2840
2023
Q3 		$4.5K Buy
95
+46
+94% +$2.39K ﹤0.01% 2551
2023
Q2 		$2.02K Sell
49
-1
-2% -$28 ﹤0.01% 2874
2023
Q1 		$51.1K Sell
50
-139
-74% -$9.12K ﹤0.01% 1564
2022
Q4 		$195K Sell
189
-43
-19% -$3.59K 0.01% 1368
2022
Q3 		$237K Buy
232
+23
+11% +$3.89K 0.01% 1309
2022
Q2 		$214K Hold
209
– – 0.01% 1243
2022
Q1 		$214K Buy
209
+54
+35% +$13.8K 0.01% 1243
2021
Q4 		$50K Sell
155
-53
-25% -$17.7K ﹤0.01% 1558
2021
Q3 		$72K Sell
208
-19
-8% -$6.65K ﹤0.01% 1439
2021
Q2 		$126K Buy
227
+1
+0.4% +$417 ﹤0.01% 1125
2021
Q1 		$93K Buy
226
+40
+22% +$22.8K ﹤0.01% 1203
2020
Q4 		$89K Buy
186
+121
+186% +$75.4K ﹤0.01% 1191
2020
Q3 		$41K Sell
65
-16
-20% -$18.6K ﹤0.01% 1367
2020
Q2 		$160K Buy
81
+24
+42% +$23.1K 0.01% 753
2020
Q1 		$19K Buy
+57
New +$18.4K ﹤0.01% 1515

Other funds holding NKLA

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
CCMW
Cypress Capital Management (Wyoming) Sheridan, Wyoming $108M AUM 54.47% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

IFP Advisors's NKLA Position: Q2 2025 in Review

IFP Advisors sold out of Nikola Corporation Common Stock (NKLA) in Q2 2025, closing a stake of 36 shares — an estimated $4 sold.

IFP Advisors first reported a position in NKLA in Q1 2020 and held it in 21 quarters. The position peaked at $237K in Q3 2022. 9 funds tracked by Wall St. Rank hold NKLA as of Q2 2025.

  • IFP Advisors reported no remaining Nikola Corporation Common Stock position as of Q2 2025 after selling out during the quarter.
  • IFP Advisors sold 36 Nikola Corporation Common Stock shares in Q2 2025, an estimated $4.
  • IFP Advisors first reported a position in Nikola Corporation Common Stock in Q1 2020 and held it in 21 quarters.
  • IFP Advisors's Nikola Corporation Common Stock position peaked at $237K in Q3 2022.
  • 9 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q2 2025.

Based on IFP Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.