IFP Advisors’s RUM Group Inc RUM Stock Holding History

IFP Advisors’s Portfolio RUM Stock Details RUM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-71	Closed	-$449	–	5137
2025 Q4	$449	Hold	71	–	–	﹤0.01%	4307
2025 Q3	$514	Sell	71 -62	-47%	-$507	﹤0.01%	4166
2025 Q2	$1.5K	Sell	133 -767	-85%	-$6.56K	﹤0.01%	4028
2025 Q1	$6.36K	Sell	900 -1,100	-55%	-$11.5K	﹤0.01%	2739
2024 Q4	$26K	Buy	2,000 +830	+71%	+$5.9K	﹤0.01%	2127
2024 Q3	$6.27K	Hold	1,170	–	–	﹤0.01%	2597
2024 Q2	$6.49K	Buy	1,170 +120	+11%	+$773	﹤0.01%	2485
2024 Q1	$8.48K	Buy	1,050 +275	+35%	+$1.77K	﹤0.01%	2294
2023 Q4	$3.48K	Sell	775 -1,215	-61%	-$5.93K	﹤0.01%	2527
2023 Q3	$10.1K	Sell	1,990 -1,300	-40%	-$9.71K	﹤0.01%	2251
2023 Q2	$29.3K	Sell	3,290 -1,040	-24%	-$9.79K	﹤0.01%	1839
2023 Q1	$72.8K	Buy	4,330 +1,163	+37%	+$10.5K	﹤0.01%	1401
2022 Q4	$54K	Hold	3,167	–	–	﹤0.01%	2187
2022 Q3	$33K	Buy	3,167 +600	+23%	+$6.58K	﹤0.01%	2703
2022 Q2	$27K	Hold	2,567	–	–	﹤0.01%	2618
2022 Q1	$27K	Buy	2,567 +977	+61%	+$12.1K	﹤0.01%	2618
2021 Q4	$17K	Buy	+1,590	New	+$16.8K	﹤0.01%	2022

Other funds holding RUM

Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return