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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
Q2 		$37.9K Buy
6,000
+3,000
+100% +$20.2K ﹤0.01% 2571
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 $2.53B AUM 24.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
THC
Truffle Hound Capital Bethesda, Maryland $468M AUM 42.57% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IFP Advisors's ULBI Position: Q2 2026 in Review

IFP Advisors increased its Ultralife (ULBI) stake by 100% in Q2 2026, buying an estimated $20.2K and bringing the position to 6,000 shares worth $37.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2571.

IFP Advisors first reported a position in ULBI in Q2 2023 and has held it in 8 quarters since. The position peaked at $84.9K in Q4 2024. 52 funds tracked by Wall St. Rank hold ULBI as of Q2 2026.

  • IFP Advisors held 6,000 shares of Ultralife worth $37.9K as of Q2 2026.
  • IFP Advisors bought 3,000 Ultralife shares in Q2 2026, an estimated $20.2K.
  • Ultralife made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2571 holding.
  • IFP Advisors first reported a position in Ultralife in Q2 2023 and has held it in 8 quarters since.
  • IFP Advisors's Ultralife position peaked at $84.9K in Q4 2024.
  • 52 funds tracked by Wall St. Rank held Ultralife as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.