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IFP Advisors, Inc

SEC CIK
0001641866
Latest filing
Jul 20, 2026

AEG holding history

Aegon Ltd. in every 13F filed by IFP Advisors, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AEG overviewAll 13F holders of AEGFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
16
Since Q1 2021
Holdings of AEG by IFP Advisors, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−725−100.0%Sold outHolders
Q3 2025725$5.79K<0.1%00.0%UnchangedHolders
Q2 2025725$5.25K<0.1%00.0%UnchangedHolders
Q1 2025725$4.78K<0.1%+725NewHolders
Q2 20240$00.0%−317−100.0%Sold outHolders
Q1 2024317$1.92K<0.1%00.0%UnchangedHolders
Q4 2023317$1.83K<0.1%00.0%UnchangedHolders
Q3 2023317$1.52K<0.1%00.0%UnchangedHolders
Q2 2023317$2.79K<0.1%−5,000−94.0%ReducedHolders
Q1 20235,317$46.8K<0.1%−9,926−65.1%ReducedHolders
Q4 202215,243$134.0K<0.1%−1,098−6.7%ReducedHolders
Q3 202216,341$153.0K<0.1%+4,829+41.9%AddedHolders
Q2 202211,512$110.0K<0.1%−6,563−36.3%ReducedHolders
Q1 202218,075$168.0K<0.1%+12,676+234.8%AddedHolders
Q4 20215,399$26.0K<0.1%00.0%UnchangedHolders
Q3 20215,399$27.0K<0.1%−109−2.0%ReducedHolders
Q2 20215,508$22.0K<0.1%00.0%UnchangedHolders
Q1 20215,508$27.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.