IFP Advisors’s Pro-Dex PDEX Stock Holding History

IFP Advisors’s Portfolio PDEX Stock Details PDEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1	Closed	-$49	–	5255
2026 Q1	$49	Hold	1	–	–	﹤0.01%	4832
2025 Q4	$38	Sell	1 -1	-50%	-$35	﹤0.01%	4732
2025 Q3	$68	Buy	+2	New	+$86	﹤0.01%	4604

Other funds holding PDEX

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

FFA

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

TWD

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

IFP Advisors's PDEX Position: Q2 2026 in Review

IFP Advisors sold out of Pro-Dex (PDEX) in Q2 2026, closing a stake of 1 share — an estimated $49 sold.

IFP Advisors first reported a position in PDEX in Q3 2025 and held it in 3 quarters. The position peaked at $68 in Q3 2025. 3 funds tracked by Wall St. Rank hold PDEX as of Q2 2026.

IFP Advisors reported no remaining Pro-Dex position as of Q2 2026 after selling out during the quarter.
IFP Advisors sold 1 Pro-Dex share in Q2 2026, an estimated $49.
IFP Advisors first reported a position in Pro-Dex in Q3 2025 and held it in 3 quarters.
IFP Advisors's Pro-Dex position peaked at $68 in Q3 2025.
3 funds tracked by Wall St. Rank held Pro-Dex as of Q2 2026.

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