IFP Advisors
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IFP Advisors’s ZenaTech Inc ZENA Stock Holding History

IFP Advisors’s Portfolio ZENA Stock Details ZENA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$66 Buy
+50
New +$78 ﹤0.01% 5031
2025
Q4 		– Sell
-1,000
Closed -$4.8K – 5069
2025
Q3 		$4.8K Buy
+1,000
New +$4.98K ﹤0.01% 3273

Other funds holding ZENA

Wealth Effects
Wealth Effects Boston, Massachusetts $370M AUM 63.53% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Voisard Asset Management Group
Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Owl Creek Wealth Partners
Owl Creek Wealth Partners Denver, Colorado $355M AUM
Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

IFP Advisors's ZENA Position: Q3 2026 in Review

IFP Advisors opened a new position in ZenaTech Inc (ZENA) in Q3 2026: 50 shares worth $66. The stake represents ﹤0.01% of the portfolio and ranks #5031 among its holdings. This is a return to the name: IFP Advisors previously reported a position in ZENA as recently as Q3 2025.

IFP Advisors first reported a position in ZENA in Q3 2025 and has held it in 2 quarters since. The position peaked at $4.8K in Q3 2025. 13 funds tracked by Wall St. Rank hold ZENA as of Q3 2026.

  • IFP Advisors held 50 shares of ZenaTech Inc worth $66 as of Q3 2026.
  • ZenaTech Inc was a new IFP Advisors position in Q3 2026.
  • ZenaTech Inc made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #5031 holding.
  • IFP Advisors first reported a position in ZenaTech Inc in Q3 2025 and has held it in 2 quarters since.
  • IFP Advisors's ZenaTech Inc position peaked at $4.8K in Q3 2025.
  • 13 funds tracked by Wall St. Rank held ZenaTech Inc as of Q3 2026.

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