IFP Advisors’s Vuzix VUZI Stock Holding History

IFP Advisors’s Portfolio VUZI Stock Details VUZI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$28	Buy	10 +4	+67%	+$10	﹤0.01%	5110
2026 Q2	$17	Buy	+6	New	+$19	﹤0.01%	5079
2023 Q1	–	Sell	-500	Closed	-$3K	–	4430
2022 Q4	$3K	Hold	500	–	–	﹤0.01%	4072
2022 Q3	$3K	Hold	500	–	–	﹤0.01%	4272
2022 Q2	$3K	Hold	500	–	–	﹤0.01%	4039
2022 Q1	$3K	Buy	+500	New	+$3.29K	﹤0.01%	4038
2019 Q4	–	Sell	-200	Closed	–	–	3141
2019 Q3	$0	Buy	+200	New	+$461	﹤0.01%	3153
2018 Q2	–	Sell	-320	Closed	-$2K	–	4068
2018 Q1	$2K	Hold	320	–	–	﹤0.01%	3548
2017 Q4	$2K	Buy	+320	New	+$1.85K	﹤0.01%	3600
2017 Q1	–	Sell	-500	Closed	-$3K	–	4142
2016 Q4	$3K	Sell	500 -9,320	-95%	-$69.4K	﹤0.01%	3551
2016 Q3	$87K	Buy	+9,820	New	+$79K	﹤0.01%	1462

Other funds holding VUZI

Taylor Frigon Capital Management Scottsdale, Arizona $197M AUM 35.01% 1-Year Est. Return

Laurel Oak Wealth Management Marlton, New Jersey $713M AUM 22.47% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

McRae Capital Management Morristown, New Jersey $540M AUM 15.41% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Kingsbury Capital Investment Advisors Wilmette, Illinois $106M AUM

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

SFE Investment Counsel Los Angeles, California $747M AUM 27.5% 1-Year Est. Return

MV Capital Management Bethesda, Maryland $1.1B AUM 18.81% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

IFP Advisors's VUZI Position: Q3 2026 in Review

IFP Advisors increased its Vuzix (VUZI) stake by 67% in Q3 2026, buying an estimated $10 and bringing the position to 10 shares worth $28. The position accounts for ﹤0.01% of the portfolio, ranked #5110.

IFP Advisors first reported a position in VUZI in Q3 2016 and has held it in 11 quarters since. The position peaked at $87K in Q3 2016. 18 funds tracked by Wall St. Rank hold VUZI as of Q3 2026.

IFP Advisors held 10 shares of Vuzix worth $28 as of Q3 2026.
IFP Advisors bought 4 Vuzix shares in Q3 2026, an estimated $10.
Vuzix made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #5110 holding.
IFP Advisors first reported a position in Vuzix in Q3 2016 and has held it in 11 quarters since.
IFP Advisors's Vuzix position peaked at $87K in Q3 2016.
18 funds tracked by Wall St. Rank held Vuzix as of Q3 2026.

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