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Physician Wealth Advisors’s National Beverage FIZZ Stock Holding History

Physician Wealth Advisors’s Portfolio FIZZ Stock Details FIZZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.2K Buy
390
+16
+4% +$558 ﹤0.01% 817
2026
Q1 		$12.6K Sell
374
-3
-0.8% -$104 ﹤0.01% 737
2025
Q4 		$12K Buy
377
+61
+19% +$2.1K ﹤0.01% 717
2025
Q3 		$11.7K Hold
316
– – ﹤0.01% 721
2025
Q2 		$13.7K Hold
316
– – ﹤0.01% 590
2025
Q1 		$13.1K Hold
316
– – ﹤0.01% 569
2024
Q4 		$13.5K Buy
+316
New +$14.8K ﹤0.01% 585

Other funds holding FIZZ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
VFA
Values First Advisors Gray, Tennessee $219M AUM 33.35% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Physician Wealth Advisors's FIZZ Position: Q2 2026 in Review

Physician Wealth Advisors increased its National Beverage (FIZZ) stake by 4.3% in Q2 2026, buying an estimated $558 and bringing the position to 390 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #817.

Physician Wealth Advisors first reported a position in FIZZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.7K in Q2 2025. 64 funds tracked by Wall St. Rank hold FIZZ as of Q2 2026.

  • Physician Wealth Advisors held 390 shares of National Beverage worth $12.2K as of Q2 2026.
  • Physician Wealth Advisors bought 16 National Beverage shares in Q2 2026, an estimated $558.
  • National Beverage made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #817 holding.
  • Physician Wealth Advisors first reported a position in National Beverage in Q4 2024 and has held it in 7 quarters since.
  • Physician Wealth Advisors's National Beverage position peaked at $13.7K in Q2 2025.
  • 64 funds tracked by Wall St. Rank held National Beverage as of Q2 2026.

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