EUAD β€” SPINNAKER ETF SERIES

Ownership history in IFP Advisors, Inc  Β·  5 quarters on record

AI Ownership Summary

IFP Advisors, Inc reported SPINNAKER ETF SERIES (EUAD) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.01% in 2025 Q3. The latest visible filing shows EUAD at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EUAD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was IFP Advisors, Inc's position in SPINNAKER ETF SERIES, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

EUAD was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How IFP Advisors, Inc held EUAD β€” position size vs. price
% of Fund (quarterly)    EUAD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 7,807 -568 -6.8% 0.01% $318K 2026-04-13 $44.18
2025 Q4 UNCHANGED 8,375 β€” 0% 0.01% $353K 2026-02-06 $44.53
2025 Q3 ADDED 8,375 +1,850 +28.4% 0.01% $393K 2025-12-02 $39.81
2025 Q2 ADDED 6,525 +5,100 +357.9% 0.01% $282K 2025-07-24 $42.45
2025 Q1 INITIATED 1,425 β€” β€” 0.00% $48K 2025-05-05 $37.27

FAQ About IFP Advisors, Inc and EUAD

These are the practical questions this page is built to answer before you even open the full history table.

How long has IFP Advisors, Inc reported owning EUAD?

IFP Advisors, Inc reported EUAD across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported EUAD position in IFP Advisors, Inc's portfolio?

The largest reported portfolio weight for EUAD was 0.01% in 2025 Q3.

What is the latest reported EUAD position on this page?

The most recent filing on this page is 2026 Q1, when IFP Advisors, Inc reported 7,807 shares, equal to 0.01% of portfolio, with an estimated market value of $318K.

What does the chart on this EUAD ownership page compare?

The chart compares IFP Advisors, Inc's quarterly EUAD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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