IFP Advisors’s CleanCore Solutions ZONE Stock Holding History

IFP Advisors’s Portfolio ZONE Stock Details ZONE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-534	Closed	-$190	–	5314
2026 Q1	$190	Hold	534	–	–	﹤0.01%	4627
2025 Q4	$139	Hold	534	–	–	﹤0.01%	4544
2025 Q3	$1.08K	Buy	+534	New	+$1.92K	﹤0.01%	3930

Other funds holding ZONE

FIA

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

IFP Advisors's ZONE Position: Q2 2026 in Review

IFP Advisors sold out of CleanCore Solutions (ZONE) in Q2 2026, closing a stake of 534 shares — an estimated $190 sold.

IFP Advisors first reported a position in ZONE in Q3 2025 and held it in 3 quarters. The position peaked at $1.08K in Q3 2025. 2 funds tracked by Wall St. Rank hold ZONE as of Q2 2026.

IFP Advisors reported no remaining CleanCore Solutions position as of Q2 2026 after selling out during the quarter.
IFP Advisors sold 534 CleanCore Solutions shares in Q2 2026, an estimated $190.
IFP Advisors first reported a position in CleanCore Solutions in Q3 2025 and held it in 3 quarters.
IFP Advisors's CleanCore Solutions position peaked at $1.08K in Q3 2025.
2 funds tracked by Wall St. Rank held CleanCore Solutions as of Q2 2026.

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