Position in SEZL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$25,057
+$22,209 QoQ
Shares Held
146
+224.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#266
of 323 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SEZL Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026IFP Advisors, Inc holds $40,891,875 across 35 Credit Services names. SEZL ranks #17 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
46,449 | $15,936,187 | |
| 2 | MA |
Mastercard Inc
|
21,615 | $11,101,464 | |
| 3 | AXP |
American Express Co
|
19,897 | $6,730,160 | |
| 4 | COF |
Capital One Financial Corp
|
9,342 | $1,874,192 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
41,810 | $1,805,355 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
96,742 | $1,734,584 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
4,080 | $332,724 | |
| 8 | FCFS |
FirstCash Holdings, Inc.
|
1,430 | $309,337 |
All Filings in SEZL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,057 | 146 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,848 | 45 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $20,946 | 330 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $23,620 | 297 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $7,887 | 44 | Shares | Sole | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||