ZAP β€” GLOBAL X FDS

Ownership history in Sterling Manor Financial, LLC  Β·  1 quarter on record

AI Ownership Summary

Sterling Manor Financial, LLC reported GLOBAL X FDS (ZAP) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 2.73% in 2026 Q1. The latest visible filing shows ZAP at 2.73% 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 ZAP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sterling Manor Financial, LLC's position in GLOBAL X FDS, 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
2026 Q1

ZAP was reported at 2.73% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.73% in 2026 Q1

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

Time in book
Holding Window
2026 Q1 to 2026 Q1

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 Sterling Manor Financial, LLC held ZAP β€” position size vs. price
% of Fund (quarterly)    ZAP 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)
2026 Q1 INITIATED 135,793 β€” β€” 2.73% $4.4M 2026-04-13 $33.24

🏒 Other funds also holding ZAP

As of 2026 Q1 β€” sorted by position size

IFP Advisors, Inc 3Y 7Y 0.01% Farther Finance Advisors, LLC 0.0% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0%

FAQ About Sterling Manor Financial, LLC and ZAP

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

How long has Sterling Manor Financial, LLC reported owning ZAP?

Sterling Manor Financial, LLC reported ZAP across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported ZAP position in Sterling Manor Financial, LLC's portfolio?

The largest reported portfolio weight for ZAP was 2.73% in 2026 Q1.

What is the latest reported ZAP position on this page?

The most recent filing on this page is 2026 Q1, when Sterling Manor Financial, LLC reported 135,793 shares, equal to 2.73% of portfolio, with an estimated market value of $4.4M.

What does the chart on this ZAP ownership page compare?

The chart compares Sterling Manor Financial, LLC's quarterly ZAP 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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