Ignite Planners’s ICL Group ICL Stock Holding History

Ignite Planners’s Portfolio ICL Stock Details ICL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$630K	Buy	125,583 +25,345	+25%	+$136K	0.08%	248
2026 Q2	$499K	Buy	100,238 +989	+1%	+$5.62K	0.07%	260
2026 Q1	$510K	Sell	99,249 -2,221	-2%	-$11.9K	0.08%	243
2025 Q4	$552K	Sell	101,470 -22,844	-18%	-$132K	0.08%	234
2025 Q3	$779K	Sell	124,314 -4,112	-3%	-$26.4K	0.13%	162
2025 Q2	$882K	Sell	128,426 -4,172	-3%	-$27.2K	0.15%	146
2025 Q1	$887K	Sell	132,598 -24,917	-16%	-$147K	0.17%	137
2024 Q4	$797K	Buy	157,515 +7,598	+5%	+$34K	0.17%	122
2024 Q3	$642K	Buy	149,917 +21,803	+17%	+$92.4K	0.15%	137
2024 Q2	$551K	Buy	128,114 +11,328	+10%	+$53.3K	0.13%	147
2024 Q1	$621K	Sell	116,786 -13,079	-10%	-$64.3K	0.17%	134
2023 Q4	$645K	Sell	129,865 -2,817	-2%	-$14.3K	0.19%	129
2023 Q3	$726K	Buy	+132,682	New	+$800K	0.22%	114

Other funds holding ICL

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

PAW

Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

PCMC

Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Ignite Planners's ICL Position: Q3 2026 in Review

Ignite Planners increased its ICL Group (ICL) stake by 25% in Q3 2026, buying an estimated $136K and bringing the position to 125,583 shares worth $630K. The position accounts for 0.08% of the portfolio, ranked #248.

Ignite Planners first reported a position in ICL in Q3 2023 and has held it in 13 quarters since. The position peaked at $887K in Q1 2025. 17 funds tracked by Wall St. Rank hold ICL as of Q3 2026.

Ignite Planners held 125,583 shares of ICL Group worth $630K as of Q3 2026.
Ignite Planners bought 25,345 ICL Group shares in Q3 2026, an estimated $136K.
ICL Group made up 0.08% of Ignite Planners's portfolio in Q3 2026, its #248 holding.
Ignite Planners first reported a position in ICL Group in Q3 2023 and has held it in 13 quarters since.
Ignite Planners's ICL Group position peaked at $887K in Q1 2025.
17 funds tracked by Wall St. Rank held ICL Group as of Q3 2026.

Based on Ignite Planners's 13F filing for Q3 2026, filed 14 Oct 2026.