IFP Advisors, Inc KDEF β€” EXCHANGE LISTED FDS

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

AI Ownership Summary

IFP Advisors, Inc reported EXCHANGE LISTED FDS (KDEF) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. The latest visible filing shows KDEF 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 KDEF 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 EXCHANGE LISTED FDS, 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 Q2

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

High-water mark
Peak Conviction
0.0% in 2026 Q1

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

Time in book
Holding Window
2025 Q2 to 2026 Q2

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 KDEF β€” position size vs. price
% of Fund (quarterly)    KDEF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 1,111 +195 +21.3% 0.00% $45K 2026-07-20 $36.67
2026 Q1 ADDED β€” β€” β€” 916 +666 +266.4% 0.00% $48K 2026-04-13 $61.72
2025 Q4 UNCHANGED β€” β€” β€” 250 β€” 0% 0.00% $11K 2026-02-06 $55.50
2025 Q3 UNCHANGED β€” β€” β€” 250 β€” 0% 0.00% $12K 2025-12-02 $37.67
2025 Q2 INITIATED β€” β€” β€” 250 β€” β€” 0.00% $10K 2025-07-24 $38.80

🏒 Other funds also holding KDEF

As of 2026 Q2 β€” sorted by position size

Byrne Asset Management LLC 3Y 0.01% TD Waterhouse Canada Inc. 0.0% Farther Finance Advisors, LLC 0.0%

FAQ About IFP Advisors, Inc and KDEF

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 KDEF?

IFP Advisors, Inc reported KDEF across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

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

The largest reported portfolio weight for KDEF was 0.00% in 2026 Q1.

What is the latest reported KDEF position on this page?

The most recent filing on this page is 2026 Q2, when IFP Advisors, Inc reported 1,111 shares, equal to 0.00% of portfolio, with an estimated market value of $45K.

What does the chart on this KDEF ownership page compare?

The chart compares IFP Advisors, Inc's quarterly KDEF 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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