IFP Advisors
PMTS icon

IFP Advisors’s CPI Card Group PMTS Stock Holding History

IFP Advisors’s Portfolio PMTS Stock Details PMTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$14.1K Sell
575
-501
-47% -$12.2K ﹤0.01% 3168
2026
Q2 		$22.4K Sell
1,076
-3,086
-74% -$53.8K ﹤0.01% 2906
2026
Q1 		$60.4K Sell
4,162
-1,299
-24% -$17.6K ﹤0.01% 2143
2025
Q4 		$80.2K Sell
5,461
-503
-8% -$7.58K ﹤0.01% 1938
2025
Q3 		$90.3K Buy
5,964
+1,622
+37% +$28.8K ﹤0.01% 1746
2025
Q2 		$103K Buy
4,342
+1,494
+52% +$35.3K ﹤0.01% 1616
2025
Q1 		$83.2K Sell
2,848
-200
-7% -$5.95K ﹤0.01% 1631
2024
Q4 		$91.2K Buy
3,048
+1,498
+97% +$41.6K ﹤0.01% 1517
2024
Q3 		$43.1K Buy
+1,550
New +$42.6K ﹤0.01% 1800
2023
Q3 		– Sell
-70
Closed -$1.63K – 3491
2023
Q2 		$1.63K Hold
70
– – ﹤0.01% 2943
2023
Q1 		$198 Hold
70
– – ﹤0.01% 3275
2022
Q4 		$1K Buy
+70
New +$1.71K ﹤0.01% 4443
2017
Q4 		– Sell
-100
Closed -$1K – 4040
2017
Q3 		$1K Hold
100
– – ﹤0.01% 3937
2017
Q2 		$1K Hold
100
– – ﹤0.01% 3923
2017
Q1 		$2K Hold
100
– – ﹤0.01% 3678
2016
Q4 		$2K Hold
100
– – ﹤0.01% 3664
2016
Q3 		$3K Hold
100
– – ﹤0.01% 3473
2016
Q2 		$3K Buy
+100
New +$3.08K ﹤0.01% 3357
2016
Q1 		– Sell
-100
Closed -$5K – 3153
2015
Q4 		$5K Buy
+100
New +$5.4K ﹤0.01% 2979

Other funds holding PMTS

State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $514M AUM 31.03% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors's PMTS Position: Q3 2026 in Review

IFP Advisors reduced its CPI Card Group (PMTS) stake by 47% in Q3 2026, selling an estimated $12.2K and leaving 575 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3168.

IFP Advisors first reported a position in PMTS in Q4 2015 and has held it in 19 quarters since. The position peaked at $103K in Q2 2025. 7 funds tracked by Wall St. Rank hold PMTS as of Q3 2026.

  • IFP Advisors held 575 shares of CPI Card Group worth $14.1K as of Q3 2026.
  • IFP Advisors sold 501 CPI Card Group shares in Q3 2026, an estimated $12.2K.
  • CPI Card Group made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3168 holding.
  • IFP Advisors first reported a position in CPI Card Group in Q4 2015 and has held it in 19 quarters since.
  • IFP Advisors's CPI Card Group position peaked at $103K in Q2 2025.
  • 7 funds tracked by Wall St. Rank held CPI Card Group as of Q3 2026.

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