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IFP Advisors’s Oportun Financial OPRT Stock Holding History

IFP Advisors’s Portfolio OPRT Stock Details OPRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-3
Closed -$14 – 5252
2026
Q1 		$14 Buy
+3
New +$15 ﹤0.01% 4945
2022
Q4 		– Sell
-48
Closed -$1K – 4764
2022
Q3 		$1K Hold
48
– – ﹤0.01% 4629
2022
Q2 		$1K Hold
48
– – ﹤0.01% 4405
2022
Q1 		$1K Buy
+48
New +$800 ﹤0.01% 4403

Other funds holding OPRT

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OCWP
Owl Creek Wealth Partners Denver, Colorado $342M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

IFP Advisors's OPRT Position: Q2 2026 in Review

IFP Advisors sold out of Oportun Financial (OPRT) in Q2 2026, closing a stake of 3 shares — an estimated $14 sold.

IFP Advisors first reported a position in OPRT in Q1 2022 and held it in 4 quarters. The position peaked at $1K in Q3 2022. 7 funds tracked by Wall St. Rank hold OPRT as of Q2 2026.

  • IFP Advisors reported no remaining Oportun Financial position as of Q2 2026 after selling out during the quarter.
  • IFP Advisors sold 3 Oportun Financial shares in Q2 2026, an estimated $14.
  • IFP Advisors first reported a position in Oportun Financial in Q1 2022 and held it in 4 quarters.
  • IFP Advisors's Oportun Financial position peaked at $1K in Q3 2022.
  • 7 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2026.

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