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Prosperity Capital Advisors’s Zevia ZVIA Stock Holding History

Prosperity Capital 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
Q2 		$19.7K Sell
12,116
-1,000
-8% -$1.36K ﹤0.01% 423
2026
Q1 		$15.3K Buy
13,116
+1,395
+12% +$2.21K ﹤0.01% 402
2025
Q4 		$27.2K Buy
+11,721
New +$29.1K ﹤0.01% 376

Other funds holding ZVIA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Prosperity Capital Advisors's ZVIA Position: Q2 2026 in Review

Prosperity Capital Advisors reduced its Zevia (ZVIA) stake by 7.6% in Q2 2026, selling an estimated $1.36K and leaving 12,116 shares worth $19.7K. The position accounts for ﹤0.01% of the portfolio, ranked #423.

Prosperity Capital Advisors first reported a position in ZVIA in Q4 2025 and has held it in 3 quarters since. The position peaked at $27.2K in Q4 2025. 8 funds tracked by Wall St. Rank hold ZVIA as of Q2 2026.

  • Prosperity Capital Advisors held 12,116 shares of Zevia worth $19.7K as of Q2 2026.
  • Prosperity Capital Advisors sold 1,000 Zevia shares in Q2 2026, an estimated $1.36K.
  • Zevia made up ﹤0.01% of Prosperity Capital Advisors's portfolio in Q2 2026, its #423 holding.
  • Prosperity Capital Advisors first reported a position in Zevia in Q4 2025 and has held it in 3 quarters since.
  • Prosperity Capital Advisors's Zevia position peaked at $27.2K in Q4 2025.
  • 8 funds tracked by Wall St. Rank held Zevia as of Q2 2026.

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