IFP Advisors’s Cadiz CDZI Stock Holding History

IFP Advisors’s Portfolio CDZI Stock Details CDZI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-430	Closed	-$2.11K	–	5158
2026 Q1	$2.11K	Buy	430 +428	+21,400%	+$2.34K	﹤0.01%	3944
2025 Q4	$11	Hold	2	–	–	﹤0.01%	4834
2025 Q3	$9	Buy	+2	New	+$7	﹤0.01%	4788
2025 Q2	–	Hold	0	–	–	–	4363
2025 Q1	–	Hold	0	–	–	–	4199
2024 Q4	–	Hold	0	–	–	–	4411

Other funds holding CDZI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LCS

Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return

WCM

Whitefort Capital Management New York $406M AUM 84.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SCM

Stonehill Capital Management New York $350M AUM 73.6% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IFP Advisors's CDZI Position: Q2 2026 in Review

IFP Advisors sold out of Cadiz (CDZI) in Q2 2026, closing a stake of 430 shares — an estimated $2.11K sold.

IFP Advisors first reported a position in CDZI in Q3 2025 and held it in 3 quarters. The position peaked at $2.11K in Q1 2026. 115 funds tracked by Wall St. Rank hold CDZI as of Q2 2026.

IFP Advisors reported no remaining Cadiz position as of Q2 2026 after selling out during the quarter.
IFP Advisors sold 430 Cadiz shares in Q2 2026, an estimated $2.11K.
IFP Advisors first reported a position in Cadiz in Q3 2025 and held it in 3 quarters.
IFP Advisors's Cadiz position peaked at $2.11K in Q1 2026.
115 funds tracked by Wall St. Rank held Cadiz as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.