IA
XZO

IFP Advisors’s Exzeo Group XZO Stock Holding History

IFP Advisors’s Portfolio XZO Stock Details XZO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.67K Buy
+99
New +$1.46K ﹤0.01% 4313

Other funds holding XZO

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM

IFP Advisors's XZO Position: Q2 2026 in Review

IFP Advisors opened a new position in Exzeo Group (XZO) in Q2 2026: 99 shares worth $1.67K. The stake represents ﹤0.01% of the portfolio and ranks #4313 among its holdings.

4 funds tracked by Wall St. Rank hold XZO as of Q2 2026.

  • IFP Advisors held 99 shares of Exzeo Group worth $1.67K as of Q2 2026.
  • Exzeo Group was a new IFP Advisors position in Q2 2026.
  • Exzeo Group made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4313 holding.
  • 4 funds tracked by Wall St. Rank held Exzeo Group as of Q2 2026.

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