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 Q2	$17	Buy	+6	New	+$19	﹤0.01%	5081
2023 Q1	–	Sell	-500	Closed	-$3K	–	4430
2022 Q4	$3K	Hold	500	–	–	﹤0.01%	4073
2022 Q3	$3K	Hold	500	–	–	﹤0.01%	4273
2022 Q2	$3K	Hold	500	–	–	﹤0.01%	4039
2022 Q1	$3K	Buy	+500	New	+$3.29K	﹤0.01%	4039
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%	3549
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

TFCM

Taylor Frigon Capital Management Scottsdale, Arizona $214M AUM 47.29% 1-Year Est. Return

LOWM

Laurel Oak Wealth Management Marlton, New Jersey $687M AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MCM

McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return

TDC

Thompson Davis & Co Richmond, Virginia $167M AUM 33.45% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

BIG

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

IFP Advisors's VUZI Position: Q2 2026 in Review

IFP Advisors opened a new position in Vuzix (VUZI) in Q2 2026: 6 shares worth $17. The stake represents ﹤0.01% of the portfolio and ranks #5081 among its holdings. This is a return to the name: IFP Advisors previously reported a position in VUZI as recently as Q4 2022.

IFP Advisors first reported a position in VUZI in Q3 2016 and has held it in 10 quarters since. The position peaked at $87K in Q3 2016. 28 funds tracked by Wall St. Rank hold VUZI as of Q2 2026.

IFP Advisors held 6 shares of Vuzix worth $17 as of Q2 2026.
Vuzix was a new IFP Advisors position in Q2 2026.
Vuzix made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #5081 holding.
IFP Advisors first reported a position in Vuzix in Q3 2016 and has held it in 10 quarters since.
IFP Advisors's Vuzix position peaked at $87K in Q3 2016.
28 funds tracked by Wall St. Rank held Vuzix as of Q2 2026.

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