IFP Advisors, Inc

Position in AVA — Avista Corp

CIK 1641866 TAMPA, FL

Position in AVA

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$172,844

+$58,205 QoQ

Shares Held

4,225

+47.9% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#285

of 413 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

IFP Advisors, Inc holds $1,069,755 across 5 Utilities - Diversified names. AVA ranks #3 (16.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AES	Aes Corp	36,739	$538,593
2	SRE	Sempra	3,374	$312,803
3	AVA	Avista Corp This page	4,225	$172,844
4	BIPH	Brookfield Infrastructure Partners L.P.	2,880	$44,409
5	UTL	Unitil Corp	21	$1,106

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$172,844	4,225	+47.9%	Shares	Sole	2026-07-20
2026-03-31	$114,639	2,856	+7.8%	Shares	Sole	2026-04-13
2025-12-31	$102,131	2,650	-10.6%	Shares	Sole	2026-02-06
2025-09-30	$112,106	2,965	-15.8%	Shares	Sole	2026-02-06
2025-06-30	$133,697	3,523	+23.2%	Shares	Sole	2025-07-24
2025-03-31	$119,706	2,859	0.0%	Shares	Sole	2025-05-05
2024-12-31	$104,725	2,859	+0.1%	Shares	Sole	2025-02-04
2024-09-30	$110,631	2,855	0.0%	Shares	Sole	2025-02-04
2024-06-30	$98,811	2,855	+21.2%	Shares	Sole	2024-07-30
2024-03-31	$82,472	2,355	0.0%	Shares	Sole	2024-07-30
2023-12-31	$84,167	2,355	0.0%	Shares	Sole	2024-01-09
2023-09-30	$76,231	2,355	0.0%	Shares	Sole	2023-10-12
2023-06-30	$92,480	2,355	0.0%	Shares	Sole	2023-08-04
2023-03-31	$99,969	2,355	-5.3%	Shares	Sole	2023-04-18
2022-12-31	$143	2,486	-0.0%	Shares	Sole	2023-02-07
2022-09-30	$92,143	2,487	0.0%	Shares	Sole	2022-11-08
2022-06-30	$108,209	2,487	+25.0%	Shares	Sole	2022-09-06
2022-03-31	$89,848	1,990	0.0%	Shares	Sole	2022-08-08
2021-12-31	$84,555	1,990	0.0%	Shares	Sole	2022-01-12
2021-09-30	$77,848	1,990	0.0%	Shares	Sole	2021-10-06
2021-06-30	$84,913	1,990	0.0%	Shares	Sole	2021-07-13
2021-03-31	$95,022	1,990	-7.0%	Shares	Sole	2021-04-30
2020-12-31	$85,899	2,140	-18.1%	Shares	Sole	2021-01-25
2020-09-30	$89,189	2,614	0.0%	Shares	Sole	2020-10-29
2020-06-30	$95,123	2,614	0.0%	Shares	Sole	2020-08-05
2020-03-31	$111,068	2,614	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.