IFP Advisors
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IFP Advisors’s Beazer Homes USA BZH Stock Holding History

IFP Advisors’s Portfolio BZH Stock Details BZH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$267 Sell
8
-252
-97% -$8.24K ﹤0.01% 4823
2026
Q2 		$7.29K Buy
260
+239
+1,138% +$5.65K ﹤0.01% 3569
2026
Q1 		$404 Sell
21
-4
-16% -$92 ﹤0.01% 4469
2025
Q4 		$507 Sell
25
-81
-76% -$1.8K ﹤0.01% 4285
2025
Q3 		$2.6K Buy
106
+22
+26% +$540 ﹤0.01% 3585
2025
Q2 		$2.6K Buy
+84
New +$1.74K ﹤0.01% 3776
2025
Q1 		– Sell
-5
Closed -$137 – 4362
2024
Q4 		$137 Buy
+5
New +$160 ﹤0.01% 3912
2021
Q2 		– Sell
-300
Closed -$6.59K – 3078
2021
Q1 		$6K Buy
+300
New +$5.53K ﹤0.01% 2322
2018
Q2 		– Sell
-175
Closed -$3K – 3884
2018
Q1 		$3K Hold
175
– – ﹤0.01% 3352
2017
Q4 		$3K Sell
175
-175
-50% -$3.52K ﹤0.01% 3401
2017
Q3 		$7K Sell
350
-300
-46% -$4.56K ﹤0.01% 3207
2017
Q2 		$9K Buy
650
+500
+333% +$6.47K ﹤0.01% 3074
2017
Q1 		$2K Sell
150
-41
-21% -$527 ﹤0.01% 3628
2016
Q4 		$3K Hold
191
– – ﹤0.01% 3491
2016
Q3 		$2K Hold
191
– – ﹤0.01% 3557
2016
Q2 		$1K Buy
+191
New +$1.55K ﹤0.01% 3585
2016
Q1 		– Sell
-41
Closed – – 2492
2015
Q4 		$0 Buy
+41
New +$562 ﹤0.01% 3726

Other funds holding BZH

First Trust Capital Management
First Trust Capital Management Chicago, Illinois $2.08B AUM 59.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Jamison Private Wealth Management
Jamison Private Wealth Management Milton, Georgia $988M AUM 36.56% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Tweedy, Browne Co
Tweedy, Browne Co Stamford, Connecticut $1.23B AUM 16.54% 1-Year Est. Return

IFP Advisors's BZH Position: Q3 2026 in Review

IFP Advisors reduced its Beazer Homes USA (BZH) stake by 97% in Q3 2026, selling an estimated $8.24K and leaving 8 shares worth $267. The position accounts for ﹤0.01% of the portfolio, ranked #4823.

IFP Advisors first reported a position in BZH in Q4 2015 and has held it in 17 quarters since. The position peaked at $9K in Q2 2017. 89 funds tracked by Wall St. Rank hold BZH as of Q3 2026.

  • IFP Advisors held 8 shares of Beazer Homes USA worth $267 as of Q3 2026.
  • IFP Advisors sold 252 Beazer Homes USA shares in Q3 2026, an estimated $8.24K.
  • Beazer Homes USA made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4823 holding.
  • IFP Advisors first reported a position in Beazer Homes USA in Q4 2015 and has held it in 17 quarters since.
  • IFP Advisors's Beazer Homes USA position peaked at $9K in Q2 2017.
  • 89 funds tracked by Wall St. Rank held Beazer Homes USA as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.