IFP Advisors’s OptimizeRx OPRX Stock Holding History

IFP Advisors’s Portfolio OPRX Stock Details OPRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$167	Sell	20 -537	-96%	-$3.88K	﹤0.01%	4906
2026 Q2	$3.19K	Buy	557 +418	+301%	+$2.4K	﹤0.01%	4026
2026 Q1	$873	Buy	139 +137	+6,850%	+$1.27K	﹤0.01%	4259
2025 Q4	$25	Buy	+2	New	+$33	﹤0.01%	4784
2025 Q2	–	Hold	0	–	–	–	4112
2023 Q1	–	Sell	-1	Closed	-$1K	–	4118
2022 Q4	$1K	Sell	1 -21	-95%	-$363	﹤0.01%	4426
2022 Q3	$2K	Buy	22 +1	+5%	+$20	﹤0.01%	4388
2022 Q2	$1K	Hold	21	–	–	﹤0.01%	4406
2022 Q1	$1K	Buy	+21	New	+$929	﹤0.01%	4404
2021 Q4	–	Sell	-100	Closed	-$9K	–	3450
2021 Q3	$9K	Buy	+100	New	+$6.27K	﹤0.01%	2330
2019 Q1	–	Sell	-1,350	Closed	-$13K	–	3097
2018 Q4	$13K	Sell	1,350 -200	-13%	-$2.96K	﹤0.01%	2369
2018 Q3	$28K	Buy	+1,550	New	+$19.5K	﹤0.01%	2256

Other funds holding OPRX

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

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

UPWM

UMB Private Wealth Management Kansas City, Missouri $103M AUM

Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 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

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

Leonteq Securities AG Zurich, Switzerland $2.44B AUM 50.17% 1-Year Est. Return

IFP Advisors's OPRX Position: Q3 2026 in Review

IFP Advisors reduced its OptimizeRx (OPRX) stake by 96% in Q3 2026, selling an estimated $3.88K and leaving 20 shares worth $167. The position accounts for ﹤0.01% of the portfolio, ranked #4906.

IFP Advisors first reported a position in OPRX in Q3 2018 and has held it in 11 quarters since. The position peaked at $28K in Q3 2018. 14 funds tracked by Wall St. Rank hold OPRX as of Q3 2026.

IFP Advisors held 20 shares of OptimizeRx worth $167 as of Q3 2026.
IFP Advisors sold 537 OptimizeRx shares in Q3 2026, an estimated $3.88K.
OptimizeRx made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4906 holding.
IFP Advisors first reported a position in OptimizeRx in Q3 2018 and has held it in 11 quarters since.
IFP Advisors's OptimizeRx position peaked at $28K in Q3 2018.
14 funds tracked by Wall St. Rank held OptimizeRx as of Q3 2026.

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