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Vision Financial Markets’s IZEA Worldwide IZEA Stock Holding History

Vision Financial Markets’s Portfolio IZEA Stock Details IZEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$355 Hold
100
– – ﹤0.01% 376
2026
Q1 		$351 Hold
100
– – ﹤0.01% 384
2025
Q4 		$438 Hold
100
– – ﹤0.01% 364
2025
Q3 		$372 Hold
100
– – ﹤0.01% 393
2025
Q2 		$255 Hold
100
– – ﹤0.01% 399
2025
Q1 		$210 Buy
+100
New +$243 ﹤0.01% 394

Other funds holding IZEA

AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Vision Financial Markets's IZEA Position: Q2 2026 in Review

Vision Financial Markets held its IZEA Worldwide (IZEA) position steady in Q2 2026 at 100 shares worth $355. The position accounts for ﹤0.01% of the portfolio, ranked #376.

Vision Financial Markets first reported a position in IZEA in Q1 2025 and has held it in 6 quarters since. The position peaked at $438 in Q4 2025. 5 funds tracked by Wall St. Rank hold IZEA as of Q2 2026.

  • Vision Financial Markets held 100 shares of IZEA Worldwide worth $355 as of Q2 2026.
  • Vision Financial Markets left its IZEA Worldwide share count unchanged in Q2 2026.
  • IZEA Worldwide made up ﹤0.01% of Vision Financial Markets's portfolio in Q2 2026, its #376 holding.
  • Vision Financial Markets first reported a position in IZEA Worldwide in Q1 2025 and has held it in 6 quarters since.
  • Vision Financial Markets's IZEA Worldwide position peaked at $438 in Q4 2025.
  • 5 funds tracked by Wall St. Rank held IZEA Worldwide as of Q2 2026.

Based on Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.