ZOOZ β€” ZOOZ STRATEGY LTD SHARE

Ownership history in CAPTRUST FINANCIAL ADVISORS  Β·  1 quarter on record

AI Ownership Summary

CAPTRUST FINANCIAL ADVISORS reported ZOOZ STRATEGY LTD SHARE (ZOOZ) in 1 quarterly 13F filing from 2025 Q3 through 2025 Q3. The latest visible filing shows ZOOZ at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ZOOZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CAPTRUST FINANCIAL ADVISORS's position in ZOOZ STRATEGY LTD SHARE, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

ZOOZ was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CAPTRUST FINANCIAL ADVISORS held ZOOZ β€” position size vs. price
% of Fund (quarterly)    ZOOZ price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 INITIATED 12,647 β€” β€” 0.00% $27K 2025-11-19 $0.51

FAQ About CAPTRUST FINANCIAL ADVISORS and ZOOZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has CAPTRUST FINANCIAL ADVISORS reported owning ZOOZ?

CAPTRUST FINANCIAL ADVISORS reported ZOOZ across 1 quarterly 13F filings, from 2025 Q3 through 2025 Q3.

What was the largest reported ZOOZ position in CAPTRUST FINANCIAL ADVISORS's portfolio?

The largest reported portfolio weight for ZOOZ was 0.00% in 2025 Q3.

What is the latest reported ZOOZ position on this page?

The most recent filing on this page is 2025 Q3, when CAPTRUST FINANCIAL ADVISORS reported 12,647 shares, equal to 0.00% of portfolio, with an estimated market value of $27K.

What does the chart on this ZOOZ ownership page compare?

The chart compares CAPTRUST FINANCIAL ADVISORS's quarterly ZOOZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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