Position in XP
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$7,121
+$4,894 QoQ
Shares Held
438
+274.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#275
of 317 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XP Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026IFP Advisors, Inc holds $25,257,766 across 40 Capital Markets names. XP ranks #31 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
9,172 | $9,276,285 | |
| 2 | SCHW |
Schwab Charles Corp
|
62,623 | $5,778,224 | |
| 3 | MS |
Morgan Stanley
|
21,762 | $4,549,128 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
12,430 | $1,246,480 | |
| 5 | HUT |
Hut 8 Corp.
|
5,601 | $646,607 | |
| 6 | SF |
Stifel Financial Corp
|
6,018 | $419,875 | |
| 7 | WULF |
Terawulf Inc.
|
15,124 | $373,562 | |
| 8 | PWP |
Perella Weinberg Partners
|
21,354 | $340,809 |
All Filings in XP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,121 | 438 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,227 | 117 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,193 | 134 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,954 | 104 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $2,222 | 110 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $687 | 50 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $983 | 83 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,399 | 78 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $1,477 | 84 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,283 | 50 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $1,303 | 50 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $2,166 | 94 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $2,346 | 100 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,187 | 100 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $22 | 513 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $73,131 | 3,847 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $68,553 | 3,817 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $69,049 | 2,294 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $65,929 | 2,294 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $95,925 | 2,388 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $3,832 | 88 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $3,314 | 88 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $3,490 | 88 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $3,668 | 88 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $3,696 | 88 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||