IFP Advisors’s Zevia ZVIA Stock Holding History

IFP Advisors’s Portfolio ZVIA Stock Details ZVIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$20	Sell	17 -135	-89%	-$199	﹤0.01%	5139
2026 Q2	$248	Sell	152 -126	-45%	-$171	﹤0.01%	4819
2026 Q1	$325	Buy	+278	New	+$441	﹤0.01%	4521

Other funds holding ZVIA

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

IFP Advisors's ZVIA Position: Q3 2026 in Review

IFP Advisors reduced its Zevia (ZVIA) stake by 89% in Q3 2026, selling an estimated $199 and leaving 17 shares worth $20. The position accounts for ﹤0.01% of the portfolio, ranked #5139.

IFP Advisors first reported a position in ZVIA in Q1 2026 and has held it in 3 quarters since. The position peaked at $325 in Q1 2026. 9 funds tracked by Wall St. Rank hold ZVIA as of Q3 2026.

IFP Advisors held 17 shares of Zevia worth $20 as of Q3 2026.
IFP Advisors sold 135 Zevia shares in Q3 2026, an estimated $199.
Zevia made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #5139 holding.
IFP Advisors first reported a position in Zevia in Q1 2026 and has held it in 3 quarters since.
IFP Advisors's Zevia position peaked at $325 in Q1 2026.
9 funds tracked by Wall St. Rank held Zevia as of Q3 2026.

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