IFP Advisors, Inc MUSI — AMERICAN CENTY ETF TR

Ownership history in IFP Advisors, Inc  ·  7 quarters on record

AI Ownership Summary

IFP Advisors, Inc reported AMERICAN CENTY ETF TR (MUSI) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.03% in 2025 Q1. The latest visible filing shows MUSI 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 MUSI 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 AMERICAN CENTY ETF TR, 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

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

High-water mark
Peak Conviction
0.03% in 2025 Q1

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

Time in book
Holding Window
2024 Q4 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.

MUSI stock page IFP Advisors, Inc fund profile IFP Advisors, Inc full holdings
How IFP Advisors, Inc held MUSI — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 688 — 0% 0.00% $30K 2026-07-20 $43.35
2026 Q1 REDUCED — — — 688 -663 -49.1% 0.00% $30K 2026-04-13 $43.36
2025 Q4 REDUCED — — — 1,351 -2,595 -65.8% 0.00% $60K 2026-02-06 $43.38
2025 Q3 REDUCED — — — 3,946 -21,625 -84.6% 0.00% $175K 2025-12-02 $42.96
2025 Q2 REDUCED — — — 25,571 -166 -0.6% 0.03% $1.1M 2025-07-24 $41.52
2025 Q1 ADDED — — — 25,737 +7,931 +44.5% 0.03% $1.1M 2025-05-05 $40.54
2024 Q4 INITIATED — — — 17,806 — — 0.03% $796K 2025-02-04 $40.24

🏢 Other funds also holding MUSI

As of 2026 Q2 — sorted by position size

Fortis Group Advisors, LLC 3Y 0.21% JM2 Capital Inc. 0.14% Slagle Financial, LLC 0.08% Goldstein Advisors, LLC 3Y 0.03% BENJAMIN EDWARDS INC 3Y 7Y 0.0% Kestra Advisory Services, LLC 3Y 0.0% COMMONWEALTH EQUITY SERVICES, LLC 3Y 7Y 0.0% FAS Wealth Partners, Inc. 3Y 7Y 0.0% Versant Capital Management, Inc 3Y 7Y 0.0%

FAQ About IFP Advisors, Inc and MUSI

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 MUSI?

IFP Advisors, Inc reported MUSI across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

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

The largest reported portfolio weight for MUSI was 0.03% in 2025 Q1.

What is the latest reported MUSI position on this page?

The most recent filing on this page is 2026 Q2, when IFP Advisors, Inc reported 688 shares, equal to 0.00% of portfolio, with an estimated market value of $30K.

What does the chart on this MUSI ownership page compare?

The chart compares IFP Advisors, Inc's quarterly MUSI 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.

How well did IFP Advisors, Inc time their MUSI position?

Based on 13F filing dates vs. subsequent MUSI price moves, IFP Advisors, Inc correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on MUSI relative to SPY over the holding period was -9.9%.

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