IFP Advisors’s Zurn Elkay Water Solutions ZWS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$126K	Sell	2,805 -253	-8%	-$12.1K	﹤0.01%	1677
2025 Q4	$142K	Hold	3,058	–	–	﹤0.01%	1567
2025 Q3	$144K	Hold	3,058	–	–	﹤0.01%	1457
2025 Q2	$112K	Buy	3,058 +339	+12%	+$11.7K	﹤0.01%	1567
2025 Q1	$89.7K	Buy	2,719 +172	+7%	+$6.2K	﹤0.01%	1586
2024 Q4	$95K	Buy	2,547 +9	+0.4%	+$343	﹤0.01%	1491
2024 Q3	$91.2K	Sell	2,538 -9	-0.4%	-$285	﹤0.01%	1447
2024 Q2	$74.9K	Buy	2,547 +47	+2%	+$1.48K	﹤0.01%	1486
2024 Q1	$83.7K	Hold	2,500	–	–	﹤0.01%	1363
2023 Q4	$73.5K	Sell	2,500 -64	-2%	-$1.81K	﹤0.01%	1379
2023 Q3	$71.8K	Buy	2,564 +1,064	+71%	+$30.4K	﹤0.01%	1417
2023 Q2	$40.3K	Buy	1,500 +500	+50%	+$11.4K	﹤0.01%	1703
2023 Q1	$65K	Buy	+1,000	New	+$22K	﹤0.01%	1444
2021 Q3	–	Hold	0	–	–	–	4749
2021 Q2	–	Hold	0	–	–	–	4524
2021 Q1	–	Sell	-172	Closed	-$3.69K	–	4403
2020 Q4	$3K	Hold	172	–	–	﹤0.01%	2542
2020 Q3	$3K	Hold	172	–	–	﹤0.01%	2399
2020 Q2	$3K	Hold	172	–	–	﹤0.01%	2307
2020 Q1	$2K	Sell	172 -119	-41%	-$1.74K	﹤0.01%	2410
2019 Q4	$5K	Buy	+291	New	+$4.18K	﹤0.01%	2205
2019 Q3	–	Hold	0	–	–	–	3727
2019 Q1	–	Sell	-77	Closed	-$1K	–	3523
2018 Q4	$1K	Hold	77	–	–	﹤0.01%	3411
2018 Q3	$1K	Hold	77	–	–	﹤0.01%	3739
2018 Q2	$1K	Buy	+77	New	+$1.09K	﹤0.01%	3785
2017 Q1	–	Sell	-122	Closed	-$1K	–	4156
2016 Q4	$1K	Hold	122	–	–	﹤0.01%	3862
2016 Q3	$1K	Hold	122	–	–	﹤0.01%	3790
2016 Q2	$1K	Buy	+122	New	+$1.23K	﹤0.01%	3704
2016 Q1	–	Sell	-106	Closed	-$1K	–	3502
2015 Q4	$1K	Buy	+106	New	+$958	﹤0.01%	3587