IFP Advisors’s Richtech Robotics RR Stock Holding History

IFP Advisors’s Portfolio RR Stock Details RR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$64.8K	Sell	41,019 -15,500	-27%	-$26.1K	﹤0.01%	2238
2026 Q2	$119K	Buy	56,519 +16,444	+41%	+$39.9K	﹤0.01%	1852
2026 Q1	$83.8K	Buy	40,075 +14,250	+55%	+$43.8K	﹤0.01%	1958
2025 Q4	$83.4K	Sell	25,825 -9,750	-27%	-$43.1K	﹤0.01%	1913
2025 Q3	$153K	Buy	35,575 +30,575	+612%	+$80.4K	﹤0.01%	1430
2025 Q2	$9.8K	Hold	5,000	–	–	﹤0.01%	2938
2025 Q1	$9.9K	Hold	5,000	–	–	﹤0.01%	2577
2024 Q4	$13.5K	Buy	+5,000	New	+$4.51K	﹤0.01%	2422

Other funds holding RR

Themes Management Co Greenwich, Connecticut $152M AUM 42.75% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Powell Investment Advisors Miami, Florida $313M AUM 15.34% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

IFP Advisors's RR Position: Q3 2026 in Review

IFP Advisors reduced its Richtech Robotics (RR) stake by 27% in Q3 2026, selling an estimated $26.1K and leaving 41,019 shares worth $64.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2238.

IFP Advisors first reported a position in RR in Q4 2024 and has held it in 8 quarters since. The position peaked at $153K in Q3 2025. 36 funds tracked by Wall St. Rank hold RR as of Q3 2026.

IFP Advisors held 41,019 shares of Richtech Robotics worth $64.8K as of Q3 2026.
IFP Advisors sold 15,500 Richtech Robotics shares in Q3 2026, an estimated $26.1K.
Richtech Robotics made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2238 holding.
IFP Advisors first reported a position in Richtech Robotics in Q4 2024 and has held it in 8 quarters since.
IFP Advisors's Richtech Robotics position peaked at $153K in Q3 2025.
36 funds tracked by Wall St. Rank held Richtech Robotics as of Q3 2026.

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