IFP Advisors, Inc

SEC CIK: 0001641866
Latest filing: Jul 20, 2026

SEC filings (opens in a new tab)

SMA holding history

SmartStop Self Storage REIT, Inc. 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.

SMA overview All 13F holders of SMA Full Q2 2026 holdings

Shares (Q2 2026): 0; Sold out in Q2 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q3 2025

Holdings of SMA by IFP Advisors, Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	0	$0	0.0%	−1,207−100.0%	Sold out	Holders
Q1 2026	1,207	$36.5K	<0.1%	−2,546−67.8%	Reduced	Holders
Q4 2025	3,753	$116.1K	<0.1%	+3,720+11,272.7%	Added	Holders
Q3 2025	33	$1.24K	<0.1%	+33	New	Holders