Position in BTQ
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$1,121
-$1,029 QoQ
Shares Held
420
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BTQ Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026IFP Advisors, Inc holds $131,493,553 across 97 Software - Infrastructure names. BTQ ranks #83 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
174,800 | $64,705,716 | |
| 2 | PANW |
Palo Alto Networks Inc
|
108,792 | $17,441,533 | |
| 3 | XYZ |
Block, Inc.
|
210,960 | $12,695,572 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
80,774 | $11,815,620 | |
| 5 | ORCL |
Oracle Corp
|
47,726 | $7,020,971 | |
| 6 | FTNT |
Fortinet, Inc.
|
42,360 | $3,461,659 | |
| 7 | NTNX |
Nutanix, Inc.
|
54,709 | $2,079,489 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
18,284 | $1,784,564 |
All Filings in BTQ
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,121 | 420 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,150 | 420 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,906 | 420 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||