IFP Advisors
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IFP Advisors’s Fundrise Innovation Fund VCX Stock Holding History

IFP Advisors’s Portfolio VCX Stock Details VCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$20.6K Buy
696
+583
+516% +$25.1K ﹤0.01% 2946
2026
Q2 		$9.8K Buy
113
+112
+11,200% +$16K ﹤0.01% 3407
2026
Q1 		$131 Buy
+1
New +$195 ﹤0.01% 4700

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Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
PFS Partners
PFS Partners Mine Hill, New Jersey $246M AUM 22.61% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
WPG Advisers
WPG Advisers Baltimore, Maryland $184M AUM 16.93% 1-Year Est. Return
Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
Blue Bell Private Wealth Management
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors's VCX Position: Q3 2026 in Review

IFP Advisors increased its Fundrise Innovation Fund (VCX) stake by 516% in Q3 2026, buying an estimated $25.1K and bringing the position to 696 shares worth $20.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2946.

IFP Advisors first reported a position in VCX in Q1 2026 and has held it in 3 quarters since. 17 funds tracked by Wall St. Rank hold VCX as of Q3 2026.

  • IFP Advisors held 696 shares of Fundrise Innovation Fund worth $20.6K as of Q3 2026.
  • IFP Advisors bought 583 Fundrise Innovation Fund shares in Q3 2026, an estimated $25.1K.
  • Fundrise Innovation Fund made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2946 holding.
  • IFP Advisors first reported a position in Fundrise Innovation Fund in Q1 2026 and has held it in 3 quarters since.
  • 17 funds tracked by Wall St. Rank held Fundrise Innovation Fund as of Q3 2026.

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