IFP Advisors
ULBI icon

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
Q3 		$38.8K Hold
6,000
– – ﹤0.01% 2558
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

Visionary Wealth Advisors
Visionary Wealth Advisors O'fallon, Illinois $2.55B AUM 17.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
RBF Capital
RBF Capital San Francisco, California $2.3B AUM 22.6% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Teton Advisors
Teton Advisors Rye, New York $152M AUM 55.23% 1-Year Est. Return

IFP Advisors's ULBI Position: Q3 2026 in Review

IFP Advisors held its Ultralife (ULBI) position steady in Q3 2026 at 6,000 shares worth $38.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2558.

IFP Advisors first reported a position in ULBI in Q2 2023 and has held it in 9 quarters since. The position peaked at $84.9K in Q4 2024. 36 funds tracked by Wall St. Rank hold ULBI as of Q3 2026.

  • IFP Advisors held 6,000 shares of Ultralife worth $38.8K as of Q3 2026.
  • IFP Advisors left its Ultralife share count unchanged in Q3 2026.
  • Ultralife made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2558 holding.
  • IFP Advisors first reported a position in Ultralife in Q2 2023 and has held it in 9 quarters since.
  • IFP Advisors's Ultralife position peaked at $84.9K in Q4 2024.
  • 36 funds tracked by Wall St. Rank held Ultralife as of Q3 2026.

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