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IFP Advisors’s Ultralife ULBI Stock Holding History

IFP Advisors’s Portfolio ULBI Stock Details ULBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$19.6K Sell
3,000
-5,600
-65% -$34.8K ﹤0.01% 2791
2025
Q4 		$49.2K Sell
8,600
-1
-0% -$6 ﹤0.01% 2196
2025
Q3 		$58.7K Buy
8,601
+36
+0.4% +$273 ﹤0.01% 1999
2025
Q2 		$77.6K Sell
8,565
-5,635
-40% -$33.4K ﹤0.01% 1793
2025
Q1 		$76.4K Buy
14,200
+2,800
+25% +$19K ﹤0.01% 1684
2024
Q4 		$84.9K Buy
+11,400
New +$93.7K ﹤0.01% 1555
2023
Q3 		– Sell
-400
Closed -$1.94K – 3559
2023
Q2 		$1.94K Buy
+400
New +$1.74K ﹤0.01% 2892

Other funds holding ULBI

VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
THC
Truffle Hound Capital Bethesda, Maryland $386M AUM 57.88% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

IFP Advisors's ULBI Position: Q1 2026 in Review

IFP Advisors reduced its Ultralife (ULBI) stake by 65% in Q1 2026, selling an estimated $34.8K and leaving 3,000 shares worth $19.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2791.

IFP Advisors first reported a position in ULBI in Q2 2023 and has held it in 7 quarters since. The position peaked at $84.9K in Q4 2024. 50 funds tracked by Wall St. Rank hold ULBI as of Q1 2026.

  • IFP Advisors held 3,000 shares of Ultralife worth $19.6K as of Q1 2026.
  • IFP Advisors sold 5,600 Ultralife shares in Q1 2026, an estimated $34.8K.
  • Ultralife made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #2791 holding.
  • IFP Advisors first reported a position in Ultralife in Q2 2023 and has held it in 7 quarters since.
  • IFP Advisors's Ultralife position peaked at $84.9K in Q4 2024.
  • 50 funds tracked by Wall St. Rank held Ultralife as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.