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IFP Advisors’s The ONE Group STKS Stock Holding History

IFP Advisors’s Portfolio STKS Stock Details STKS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Hold
0
– – – 4743
2023
Q3 		– Sell
-124
Closed -$908 – 3530
2023
Q2 		$908 Hold
124
– – ﹤0.01% 3098
2023
Q1 		$303 Hold
124
– – ﹤0.01% 3239
2022
Q4 		$1K Sell
124
-76
-38% -$498 ﹤0.01% 4479
2022
Q3 		$1K Hold
200
– – ﹤0.01% 4681
2022
Q2 		$1K Hold
200
– – ﹤0.01% 4450
2022
Q1 		$1K Buy
+200
New +$2.35K ﹤0.01% 4448
2021
Q1 		– Sell
-611
Closed -$3.18K – 3216
2020
Q4 		$2K Buy
+611
New +$1.73K ﹤0.01% 2663

Other funds holding STKS

KWM
Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
GEH
General Equity Holdings Brooklyn, New York $135M AUM 32.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

IFP Advisors's STKS Position: Q2 2025 in Review

IFP Advisors held its The ONE Group (STKS) position steady in Q2 2025 at 0 shares worth $89. The position accounts for ﹤0.01% of the portfolio, ranked #4743.

IFP Advisors first reported a position in STKS in Q4 2020 and has held it in 7 quarters since. The position peaked at $2K in Q4 2020. 52 funds tracked by Wall St. Rank hold STKS as of Q2 2025.

  • IFP Advisors held 0 shares of The ONE Group worth $89 as of Q2 2025.
  • IFP Advisors left its The ONE Group share count unchanged in Q2 2025.
  • The ONE Group made up ﹤0.01% of IFP Advisors's portfolio in Q2 2025, its #4743 holding.
  • IFP Advisors first reported a position in The ONE Group in Q4 2020 and has held it in 7 quarters since.
  • IFP Advisors's The ONE Group position peaked at $2K in Q4 2020.
  • 52 funds tracked by Wall St. Rank held The ONE Group as of Q2 2025.

Based on IFP Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.