IFP Advisors’s Value Line VALU Stock Holding History

IFP Advisors’s Portfolio VALU Stock Details VALU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$10.7K	Buy	271 +269	+13,450%	+$10.3K	﹤0.01%	3343
2026 Q2	$81	Sell	2 -2	-50%	-$69	﹤0.01%	4984
2026 Q1	$141	Sell	4 -1	-20%	-$37	﹤0.01%	4684
2025 Q4	$192	Buy	5 +3	+150%	+$114	﹤0.01%	4485
2025 Q3	$78	Buy	2 +1	+100%	+$38	﹤0.01%	4583
2025 Q2	$39	Buy	+1	New	+$39	﹤0.01%	4815

Other funds holding VALU

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

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

IFP Advisors's VALU Position: Q3 2026 in Review

IFP Advisors increased its Value Line (VALU) stake by 13,450% in Q3 2026, buying an estimated $10.3K and bringing the position to 271 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3343.

IFP Advisors first reported a position in VALU in Q2 2025 and has held it in 6 quarters since. 3 funds tracked by Wall St. Rank hold VALU as of Q3 2026.

IFP Advisors held 271 shares of Value Line worth $10.7K as of Q3 2026.
IFP Advisors bought 269 Value Line shares in Q3 2026, an estimated $10.3K.
Value Line made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3343 holding.
IFP Advisors first reported a position in Value Line in Q2 2025 and has held it in 6 quarters since.
3 funds tracked by Wall St. Rank held Value Line as of Q3 2026.

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