MSFP
XIFR

Mark Sheptoff Financial Planning’s XPLR Infrastructure LP XIFR Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio XIFR Stock Details XIFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-900
Closed -$9.73K – 544
2026
Q1 		$9.73K Sell
900
-300
-25% -$3.09K 0.01% 347
2025
Q4 		$12K Sell
1,200
-950
-44% -$9.21K 0.01% 334
2025
Q3 		$21.9K Hold
2,150
– – 0.01% 268
2025
Q2 		$17.6K Hold
2,150
– – 0.01% 280
2025
Q1 		$20.4K Sell
2,150
-9,850
-82% -$112K 0.01% 248
2024
Q4 		$214K Buy
12,000
+450
+4% +$8.98K 0.11% 90
2024
Q3 		$319K Sell
11,550
-125
-1% -$3.24K 0.17% 70
2024
Q2 		$323K Sell
11,675
-600
-5% -$18.2K 0.18% 71
2024
Q1 		$369K Buy
12,275
+4,850
+65% +$138K 0.2% 68
2023
Q4 		$226K Buy
7,425
+2,100
+39% +$53.5K 0.14% 83
2023
Q3 		$158K Sell
5,325
-11,050
-67% -$560K 0.1% 97
2023
Q2 		$960K Sell
16,375
-1,579
-9% -$95K 0.55% 34
2023
Q1 		$1.09M Buy
17,954
+3
+0% +$206 0.63% 33
2022
Q4 		$1.26M Sell
17,951
-96
-0.5% -$7.19K 0.74% 28
2022
Q3 		$1.3M Buy
18,047
+4,177
+30% +$335K 0.79% 25
2022
Q2 		$1.03M Sell
13,870
-1,156
-8% -$82.9K 0.59% 37
2022
Q1 		$1.25M Sell
15,026
-95
-0.6% -$7.3K 0.63% 34
2021
Q4 		$1.28M Buy
15,121
+505
+3% +$42.3K 0.61% 34
2021
Q3 		$1.1M Buy
14,616
+905
+7% +$70.6K 0.61% 32
2021
Q2 		$1.05M Buy
13,711
+1,705
+14% +$122K 0.56% 34
2021
Q1 		$875K Buy
12,006
+303
+3% +$23.3K 0.5% 42
2020
Q4 		$785K Buy
+11,703
New +$754K 0.45% 47

Other funds holding XIFR

ACA
Anchorage Capital Advisors New York $165M AUM 5.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
REAM
Ripple Effect Asset Management New York $431M AUM 68.31% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
YCM
Yaupon Capital Management New York $5.08B AUM 53.49% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AG
Algert Global San Francisco, California $8.43B AUM 80.94% 1-Year Est. Return

Mark Sheptoff Financial Planning's XIFR Position: Q2 2026 in Review

Mark Sheptoff Financial Planning sold out of XPLR Infrastructure LP (XIFR) in Q2 2026, closing a stake of 900 shares — an estimated $9.73K sold.

Mark Sheptoff Financial Planning first reported a position in XIFR in Q4 2020 and held it in 22 quarters. The position peaked at $1.3M in Q3 2022. 222 funds tracked by Wall St. Rank hold XIFR as of Q2 2026.

  • Mark Sheptoff Financial Planning reported no remaining XPLR Infrastructure LP position as of Q2 2026 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 900 XPLR Infrastructure LP shares in Q2 2026, an estimated $9.73K.
  • Mark Sheptoff Financial Planning first reported a position in XPLR Infrastructure LP in Q4 2020 and held it in 22 quarters.
  • Mark Sheptoff Financial Planning's XPLR Infrastructure LP position peaked at $1.3M in Q3 2022.
  • 222 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.