True Wealth Design’s FTAI Infrastructure FIP Stock Holding History

True Wealth Design’s Portfolio FIP Stock Details FIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-11	Closed	-$52	–	2651
2026 Q2	$52	Sell	11 -31	-74%	-$154	﹤0.01%	2595
2026 Q1	$208	Sell	42 -75	-64%	-$420	﹤0.01%	2328
2025 Q4	$540	Buy	+117	New	+$577	﹤0.01%	1926
2025 Q2	–	Sell	-22	Closed	-$100	–	2663
2025 Q1	$100	Buy	+22	New	+$137	﹤0.01%	2193

Other funds holding FIP

ICG Advisors Los Angeles, California $38.1M AUM 18.49% 1-Year Est. Return

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.47B AUM 20.15% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

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

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

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

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

True Wealth Design's FIP Position: Q3 2026 in Review

True Wealth Design sold out of FTAI Infrastructure (FIP) in Q3 2026, closing a stake of 11 shares — an estimated $52 sold.

True Wealth Design first reported a position in FIP in Q1 2025 and held it in 4 quarters. The position peaked at $540 in Q4 2025. 8 funds tracked by Wall St. Rank hold FIP as of Q3 2026.

True Wealth Design reported no remaining FTAI Infrastructure position as of Q3 2026 after selling out during the quarter.
True Wealth Design sold 11 FTAI Infrastructure shares in Q3 2026, an estimated $52.
True Wealth Design first reported a position in FTAI Infrastructure in Q1 2025 and held it in 4 quarters.
True Wealth Design's FTAI Infrastructure position peaked at $540 in Q4 2025.
8 funds tracked by Wall St. Rank held FTAI Infrastructure as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.