Position in CPSS
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$30
-$16 QoQ
Shares Held
4
-20.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CPSS Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026IFP Advisors, Inc holds $36,254,290 across 36 Credit Services names. CPSS ranks #32 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
44,947 | $13,584,781 | |
| 2 | MA |
Mastercard Inc
|
19,197 | $9,591,973 | |
| 3 | AXP |
American Express Co
|
17,698 | $5,353,291 | |
| 4 | COF |
Capital One Financial Corp
|
14,707 | $2,682,998 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
48,953 | $2,214,144 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
98,813 | $1,569,150 | |
| 7 | FCFS |
FirstCash Holdings, Inc.
|
1,430 | $268,840 | |
| 8 | SYF |
Synchrony Financial
|
3,400 | $231,268 |
All Filings in CPSS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $30 | 4 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $46 | 5 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $22 | 3 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $19 | 2 | Shares | Sole | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||