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IFP Advisors’s Lifezone Metals LZM Stock Holding History

IFP Advisors’s Portfolio LZM Stock Details LZM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.95K Buy
503
+462
+1,127% +$2.16K ﹤0.01% 4243
2026
Q1 		$138 Buy
41
+7
+21% +$33 ﹤0.01% 4688
2025
Q4 		$145 Sell
34
-10
-23% -$45 ﹤0.01% 4532
2025
Q3 		$241 Buy
44
+4
+10% +$18 ﹤0.01% 4359
2025
Q2 		$165 Buy
40
+26
+186% +$97 ﹤0.01% 4671
2025
Q1 		$59 Hold
14
– – ﹤0.01% 3988
2024
Q4 		$97 Buy
+14
New +$94 ﹤0.01% 4043

Other funds holding LZM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

IFP Advisors's LZM Position: Q2 2026 in Review

IFP Advisors increased its Lifezone Metals (LZM) stake by 1,127% in Q2 2026, buying an estimated $2.16K and bringing the position to 503 shares worth $1.95K. The position accounts for ﹤0.01% of the portfolio, ranked #4243.

IFP Advisors first reported a position in LZM in Q4 2024 and has held it in 7 quarters since. 8 funds tracked by Wall St. Rank hold LZM as of Q2 2026.

  • IFP Advisors held 503 shares of Lifezone Metals worth $1.95K as of Q2 2026.
  • IFP Advisors bought 462 Lifezone Metals shares in Q2 2026, an estimated $2.16K.
  • Lifezone Metals made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4243 holding.
  • IFP Advisors first reported a position in Lifezone Metals in Q4 2024 and has held it in 7 quarters since.
  • 8 funds tracked by Wall St. Rank held Lifezone Metals as of Q2 2026.

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