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Sheaff Brock Investment Advisors’s Zscaler ZS Stock Holding History

Sheaff Brock Investment Advisors’s Portfolio ZS Stock Details ZS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$781K Hold
3,934
– – 0.07% 200
2024
Q4 		$710K Sell
3,934
-77
-2% -$14.9K 0.06% 211
2024
Q3 		$686K Buy
4,011
+96
+2% +$17.5K 0.06% 219
2024
Q2 		$752K Buy
3,915
+7
+0.2% +$1.25K 0.07% 197
2024
Q1 		$753K Sell
3,908
-158
-4% -$35.3K 0.05% 231
2023
Q4 		$901K Buy
4,066
+185
+5% +$34.3K 0.07% 191
2023
Q3 		$604K Buy
3,881
+2,500
+181% +$375K 0.05% 220
2023
Q2 		$202K Buy
+1,381
New +$169K 0.02% 422
2022
Q4 		– Sell
-1,551
Closed -$255K – 537
2022
Q3 		$255K Buy
1,551
+70
+5% +$11.5K 0.03% 369
2022
Q2 		$221K Buy
1,481
+197
+15% +$34.8K 0.02% 397
2022
Q1 		$310K Sell
1,284
-125
-9% -$30.7K 0.02% 367
2021
Q4 		$453K Buy
1,409
+84
+6% +$26.5K 0.03% 300
2021
Q3 		$347K Buy
1,325
+20
+2% +$5.02K 0.03% 337
2021
Q2 		$282K Sell
1,305
-9
-0.7% -$1.71K 0.02% 379
2021
Q1 		$226K Buy
1,314
+6
+0.5% +$1.19K 0.02% 415
2020
Q4 		$261K Buy
+1,308
New +$208K 0.02% 366

Other funds holding ZS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Sheaff Brock Investment Advisors's ZS Position: Q1 2025 in Review

Sheaff Brock Investment Advisors held its Zscaler (ZS) position steady in Q1 2025 at 3,934 shares worth $781K. The position accounts for 0.07% of the portfolio, ranked #200.

Sheaff Brock Investment Advisors first reported a position in ZS in Q4 2020 and has held it in 16 quarters since. The position peaked at $901K in Q4 2023. 767 funds tracked by Wall St. Rank hold ZS as of Q1 2025.

  • Sheaff Brock Investment Advisors held 3,934 shares of Zscaler worth $781K as of Q1 2025.
  • Sheaff Brock Investment Advisors left its Zscaler share count unchanged in Q1 2025.
  • Zscaler made up 0.07% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #200 holding.
  • Sheaff Brock Investment Advisors first reported a position in Zscaler in Q4 2020 and has held it in 16 quarters since.
  • Sheaff Brock Investment Advisors's Zscaler position peaked at $901K in Q4 2023.
  • 767 funds tracked by Wall St. Rank held Zscaler as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.