OPXS β€” OPTEX SYS HLDGS INC

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

AI Ownership Summary

IFP Advisors, Inc reported OPTEX SYS HLDGS INC (OPXS) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. The latest visible filing shows OPXS at 0.00% 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 OPXS 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 OPTEX SYS HLDGS INC, 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

OPXS was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

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 OPXS β€” position size vs. price
% of Fund (quarterly)    OPXS 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 UNCHANGED 3,950 β€” 0% 0.00% $52K 2026-04-13 $11.82
2025 Q4 UNCHANGED 3,950 β€” 0% 0.00% $56K 2026-02-06 $14.45
2025 Q3 REDUCED 3,950 -3,950 -50.0% 0.00% $51K 2025-12-02 $14.36
2025 Q2 UNCHANGED 7,900 β€” 0% 0.00% $91K 2025-07-24 $12.59
2025 Q1 INITIATED 7,900 β€” β€” 0.00% $45K 2025-05-05 $6.84

🏒 Other funds also holding OPXS

As of 2026 Q1 β€” sorted by position size

Mink Brook Asset Management LLC 0.48%

FAQ About IFP Advisors, Inc and OPXS

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 OPXS?

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

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

The largest reported portfolio weight for OPXS was 0.00% in 2025 Q2.

What is the latest reported OPXS position on this page?

The most recent filing on this page is 2026 Q1, when IFP Advisors, Inc reported 3,950 shares, equal to 0.00% of portfolio, with an estimated market value of $52K.

What does the chart on this OPXS ownership page compare?

The chart compares IFP Advisors, Inc's quarterly OPXS 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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