IA
ZSTK

IFP Advisors’s ZeroStack Corp ZSTK Stock Holding History

IFP Advisors’s Portfolio ZSTK Stock Details ZSTK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1
Closed -$12 – 4869
2025
Q2 		$12 Buy
+1
New +$24 ﹤0.01% 4868
2025
Q1 		– Hold
0
– – – 4257

Other funds holding ZSTK

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BWM
Bernard Wealth Management Royal Oak, Michigan $234M AUM 27.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
CAM
Creekmur Asset Management Morton, Illinois $1.33M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IFP Advisors's ZSTK Position: Q3 2025 in Review

IFP Advisors sold out of ZeroStack Corp (ZSTK) in Q3 2025, closing a stake of 1 share — an estimated $12 sold.

IFP Advisors first reported a position in ZSTK in Q2 2025 and held it in 1 quarter. The position peaked at $12 in Q2 2025. 12 funds tracked by Wall St. Rank hold ZSTK as of Q3 2025.

  • IFP Advisors reported no remaining ZeroStack Corp position as of Q3 2025 after selling out during the quarter.
  • IFP Advisors sold 1 ZeroStack Corp share in Q3 2025, an estimated $12.
  • IFP Advisors first reported a position in ZeroStack Corp in Q2 2025 and held it in 1 quarter.
  • IFP Advisors's ZeroStack Corp position peaked at $12 in Q2 2025.
  • 12 funds tracked by Wall St. Rank held ZeroStack Corp as of Q3 2025.

Based on IFP Advisors's 13F filing for Q3 2025, filed 2 Dec 2025.