Zenith Solutions
OEF icon

Zenith Solutions’s iShares S&P 100 ETF OEF Stock Holding History

Zenith Solutions’s Portfolio OEF Stock Details OEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.2M Sell
3,148
-399
-11% -$150K 1.07% 28
2026
Q2 		$1.3M Buy
+3,547
New +$1.27M 1.18% 26

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Jones Financial Companies
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Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
IEQ Capital
IEQ Capital Foster City, California $23.5B AUM 29.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
MAI Capital Management
MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

Zenith Solutions's OEF Position: Q3 2026 in Review

Zenith Solutions reduced its iShares S&P 100 ETF (OEF) stake by 11% in Q3 2026, selling an estimated $150K and leaving 3,148 shares worth $1.2M. The position accounts for 1.07% of the portfolio, ranked #28.

Zenith Solutions first reported a position in OEF in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.3M in Q2 2026. 920 funds tracked by Wall St. Rank hold OEF as of Q3 2026.

  • Zenith Solutions held 3,148 shares of iShares S&P 100 ETF worth $1.2M as of Q3 2026.
  • Zenith Solutions sold 399 iShares S&P 100 ETF shares in Q3 2026, an estimated $150K.
  • iShares S&P 100 ETF made up 1.07% of Zenith Solutions's portfolio in Q3 2026, its #28 holding.
  • Zenith Solutions first reported a position in iShares S&P 100 ETF in Q2 2026 and has held it in 2 quarters since.
  • Zenith Solutions's iShares S&P 100 ETF position peaked at $1.3M in Q2 2026.
  • 920 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q3 2026.

Based on Zenith Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.