Activest Wealth Management

SEC CIK: 0001883134
Latest filing: Jul 16, 2026

SEC filings (opens in a new tab)

ZION holding history

Zions Bancorporation, National Association in every 13F filed by Activest Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ZION overview All 13F holders of ZION Full Q2 2026 holdings

Shares (Q2 2026): 6
Value: $415
% of portfolio: <0.1%
Quarters held: 3; Since Q1 2025

Holdings of ZION by Activest Wealth Management, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	6	$415	<0.1%	00.0%	Unchanged	Holders
Q1 2026	6	$346	<0.1%	+6	New	Holders
Q2 2025	0	$0	0.0%	−63−100.0%	Sold out	Holders
Q1 2025	63	$3.14K	<0.1%	+63	New	Holders