IFP Advisors’s Telos TLS Stock Holding History

IFP Advisors’s Portfolio TLS Stock Details TLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$6.85K	Buy	1,684 +367	+28%	+$1.66K	﹤0.01%	3632
2026 Q2	$6.06K	Sell	1,317 -1,857	-59%	-$8.21K	﹤0.01%	3672
2026 Q1	$13.3K	Buy	3,174 +2,910	+1,102%	+$13.8K	﹤0.01%	3014
2025 Q4	$1.35K	Buy	264 +255	+2,833%	+$1.59K	﹤0.01%	3967
2025 Q3	$62	Buy	+9	New	+$43	﹤0.01%	4624
2025 Q1	–	Hold	0	–	–	–	4042
2024 Q4	–	Hold	0	–	–	–	4176
2024 Q2	–	Sell	-120	Closed	-$499	–	3343
2024 Q1	$499	Hold	120	–	–	﹤0.01%	2977
2023 Q4	$438	Hold	120	–	–	﹤0.01%	2887
2023 Q3	$287	Hold	120	–	–	﹤0.01%	3161
2023 Q2	$307	Hold	120	–	–	﹤0.01%	3267
2023 Q1	$2.44K	Hold	120	–	–	﹤0.01%	2831
2022 Q4	$2K	Hold	120	–	–	﹤0.01%	4225
2022 Q3	$2K	Hold	120	–	–	﹤0.01%	4414
2022 Q2	$2K	Hold	120	–	–	﹤0.01%	4194
2022 Q1	$2K	Hold	120	–	–	﹤0.01%	4192
2021 Q4	$2K	Buy	+120	New	+$2.56K	﹤0.01%	2848

Other funds holding TLS

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

WCM

Weber Capital Management San Francisco, California $110M AUM 43.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LWM

LeConte Wealth Management Maryville, Tennessee $187M AUM 23.29% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Wealth Quarterback Toms River, New Jersey $328M AUM 29.65% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

IFP Advisors's TLS Position: Q3 2026 in Review

IFP Advisors increased its Telos (TLS) stake by 28% in Q3 2026, buying an estimated $1.66K and bringing the position to 1,684 shares worth $6.85K. The position accounts for ﹤0.01% of the portfolio, ranked #3632.

IFP Advisors first reported a position in TLS in Q4 2021 and has held it in 15 quarters since. The position peaked at $13.3K in Q1 2026. 14 funds tracked by Wall St. Rank hold TLS as of Q3 2026.

IFP Advisors held 1,684 shares of Telos worth $6.85K as of Q3 2026.
IFP Advisors bought 367 Telos shares in Q3 2026, an estimated $1.66K.
Telos made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3632 holding.
IFP Advisors first reported a position in Telos in Q4 2021 and has held it in 15 quarters since.
IFP Advisors's Telos position peaked at $13.3K in Q1 2026.
14 funds tracked by Wall St. Rank held Telos as of Q3 2026.

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