IFP Advisors’s MarineMax HZO Stock Holding History

IFP Advisors’s Portfolio HZO Stock Details HZO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Hold	0	–	-$1.94K	–	4969
2025 Q2	–	Hold	0	–	–	–	3915
2025 Q1	–	Hold	0	–	–	–	3828
2024 Q4	–	Hold	0	–	–	–	3886
2022 Q1	–	Sell	-200	Closed	-$12K	–	4564
2021 Q4	$12K	Hold	200	–	–	﹤0.01%	2150
2021 Q3	$10K	Hold	200	–	–	﹤0.01%	2272
2021 Q2	$10K	Hold	200	–	–	﹤0.01%	2206
2021 Q1	$10K	Buy	+200	New	+$9.43K	﹤0.01%	2138
2019 Q1	$1K	Sell	33 -17	-34%	-$324	﹤0.01%	2217
2018 Q4	$1K	Hold	50	–	–	﹤0.01%	3318
2018 Q3	$1K	Hold	50	–	–	﹤0.01%	3688
2018 Q2	$1K	Sell	50 -22	-31%	-$476	﹤0.01%	3732
2018 Q1	$1K	Hold	72	–	–	﹤0.01%	3636
2017 Q4	$1K	Sell	72 -250	-78%	-$4.81K	﹤0.01%	3687
2017 Q3	$5K	Hold	322	–	–	﹤0.01%	3390
2017 Q2	$6K	Hold	322	–	–	﹤0.01%	3300
2017 Q1	$7K	Hold	322	–	–	﹤0.01%	3123
2016 Q4	$6K	Hold	322	–	–	﹤0.01%	3191
2016 Q3	$7K	Buy	322 +17	+6%	+$334	﹤0.01%	3050
2016 Q2	$5K	Buy	305 +272	+824%	+$4.75K	﹤0.01%	3144
2016 Q1	$1K	Sell	33 -217	-87%	-$3.73K	﹤0.01%	2207
2015 Q4	$5K	Buy	+250	New	+$4.16K	﹤0.01%	2960

Other funds holding HZO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Levin Capital Strategies New York $1.31B AUM 28.11% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Boothbay Fund Management New York $4.34B AUM 106.31% 1-Year Est. Return

Divisadero Street Capital Management Miami, Florida $2.14B AUM 134.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return