IronBridge Private Wealth’s CapForce IBD 50 ETF FFTY Stock Holding History

IronBridge Private Wealth’s Portfolio FFTY Stock Details FFTY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-298,507	Closed	-$9.7M	–	49
2025 Q2	$9.7M	Sell	298,507 -1,991	-0.7%	-$56.9K	3.38%	11
2025 Q1	$8.1M	Buy	300,498 +12,449	+4%	+$365K	3.19%	9
2024 Q4	$8.24M	Sell	288,049 -7,342	-2%	-$214K	3.02%	9
2024 Q3	$7.95M	Sell	295,391 -5,739	-2%	-$151K	2.97%	9
2024 Q2	$8.36M	Buy	301,130 +13,576	+5%	+$370K	3.13%	9
2024 Q1	$7.95M	Buy	287,554 +6,999	+2%	+$183K	3.3%	8
2023 Q4	$6.84M	Buy	280,555 +8,795	+3%	+$200K	3.33%	8
2023 Q3	$6.08M	Buy	271,760 +152,271	+127%	+$3.68M	3.3%	9
2023 Q2	$3.06M	Buy	+119,489	New	+$2.83M	1.72%	22

Other funds holding FFTY

SAM

Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CFP

Comprehensive Financial Planning East Petersburg, Pennsylvania $144M AUM 25.61% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

IronBridge Private Wealth's FFTY Position: Q3 2025 in Review

IronBridge Private Wealth sold out of CapForce IBD 50 ETF (FFTY) in Q3 2025, closing a stake of 298,507 shares — an estimated $9.7M sold.

IronBridge Private Wealth first reported a position in FFTY in Q2 2023 and held it in 9 quarters. The position peaked at $9.7M in Q2 2025. 40 funds tracked by Wall St. Rank hold FFTY as of Q3 2025.

IronBridge Private Wealth reported no remaining CapForce IBD 50 ETF position as of Q3 2025 after selling out during the quarter.
IronBridge Private Wealth sold 298,507 CapForce IBD 50 ETF shares in Q3 2025, an estimated $9.7M.
IronBridge Private Wealth first reported a position in CapForce IBD 50 ETF in Q2 2023 and held it in 9 quarters.
IronBridge Private Wealth's CapForce IBD 50 ETF position peaked at $9.7M in Q2 2025.
40 funds tracked by Wall St. Rank held CapForce IBD 50 ETF as of Q3 2025.

Based on IronBridge Private Wealth's 13F filing for Q3 2025, filed 30 Oct 2025.