IFP Advisors
STXS icon

IFP Advisors’s Stereotaxis STXS Stock Holding History

IFP Advisors’s Portfolio STXS Stock Details STXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$30 Buy
24
+10
+71% +$14 ﹤0.01% 5106
2026
Q2 		$24 Buy
14
+9
+180% +$17 ﹤0.01% 5063
2026
Q1 		$9 Sell
5
-2
-29% -$4 ﹤0.01% 4971
2025
Q4 		$16 Sell
7
-4
-36% -$11 ﹤0.01% 4817
2025
Q3 		$34 Buy
+11
New +$28 ﹤0.01% 4708

Other funds holding STXS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
WAM
Warberg Asset Management Winnetka, Illinois $755M AUM 21.42% 1-Year Est. Return
Integrity Alliance
Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return
AlphaCentric Advisors
AlphaCentric Advisors San Juan, Puerto Rico $113M AUM 27.37% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.11B AUM 20.16% 1-Year Est. Return
Independent Advisor Alliance
Independent Advisor Alliance Charlotte, North Carolina $4.22B AUM 35.98% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

IFP Advisors's STXS Position: Q3 2026 in Review

IFP Advisors increased its Stereotaxis (STXS) stake by 71% in Q3 2026, buying an estimated $14 and bringing the position to 24 shares worth $30. The position accounts for ﹤0.01% of the portfolio, ranked #5106.

IFP Advisors first reported a position in STXS in Q3 2025 and has held it in 5 quarters since. The position peaked at $34 in Q3 2025. 55 funds tracked by Wall St. Rank hold STXS as of Q3 2026.

  • IFP Advisors held 24 shares of Stereotaxis worth $30 as of Q3 2026.
  • IFP Advisors bought 10 Stereotaxis shares in Q3 2026, an estimated $14.
  • Stereotaxis made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #5106 holding.
  • IFP Advisors first reported a position in Stereotaxis in Q3 2025 and has held it in 5 quarters since.
  • IFP Advisors's Stereotaxis position peaked at $34 in Q3 2025.
  • 55 funds tracked by Wall St. Rank held Stereotaxis as of Q3 2026.

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