KAS
ZONE

Kestra Advisory Services’s CleanCore Solutions ZONE Stock Holding History

Kestra Advisory Services’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
Q1 		$35.4K Hold
99,305
– – ﹤0.01% 3071
2025
Q4 		$25.8K Buy
+99,305
New +$83.1K ﹤0.01% 4377

Other funds holding ZONE

MI
MMCAP International Grand Cayman, Cayman Islands $1.16B AUM 77.9% 1-Year Est. Return
MM
Mozayyx Management Austin, Texas $98.6M AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GCM
Ghisallo Capital Management Boston, Massachusetts $3.63B AUM 30.51% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Kestra Advisory Services's ZONE Position: Q1 2026 in Review

Kestra Advisory Services held its CleanCore Solutions (ZONE) position steady in Q1 2026 at 99,305 shares worth $35.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3071.

Kestra Advisory Services first reported a position in ZONE in Q4 2025 and has held it in 2 quarters since. 43 funds tracked by Wall St. Rank hold ZONE as of Q1 2026.

  • Kestra Advisory Services held 99,305 shares of CleanCore Solutions worth $35.4K as of Q1 2026.
  • Kestra Advisory Services left its CleanCore Solutions share count unchanged in Q1 2026.
  • CleanCore Solutions made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #3071 holding.
  • Kestra Advisory Services first reported a position in CleanCore Solutions in Q4 2025 and has held it in 2 quarters since.
  • 43 funds tracked by Wall St. Rank held CleanCore Solutions as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.