CARLSON FINANCIAL, INC.’s Global X U.S. Electrification ETF ZAP Stock Holding History

CARLSON FINANCIAL, INC.’s Portfolio ZAP Stock Details ZAP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$341K	Buy	+9,854	New	+$332K	0.17%	135

Other funds holding ZAP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

SAI

Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Humankind Investments New York $209M AUM 26.41% 1-Year Est. Return

FZCM

Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return

CARLSON FINANCIAL, INC.'s ZAP Position: Q2 2026 in Review

CARLSON FINANCIAL, INC. opened a new position in Global X U.S. Electrification ETF (ZAP) in Q2 2026: 9,854 shares worth $341K. The stake represents 0.17% of the portfolio and ranks #135 among its holdings.

93 funds tracked by Wall St. Rank hold ZAP as of Q2 2026.

CARLSON FINANCIAL, INC. held 9,854 shares of Global X U.S. Electrification ETF worth $341K as of Q2 2026.
Global X U.S. Electrification ETF was a new CARLSON FINANCIAL, INC. position in Q2 2026.
Global X U.S. Electrification ETF made up 0.17% of CARLSON FINANCIAL, INC.'s portfolio in Q2 2026, its #135 holding.
93 funds tracked by Wall St. Rank held Global X U.S. Electrification ETF as of Q2 2026.

Based on CARLSON FINANCIAL, INC.'s 13F filing for Q2 2026, filed 24 Aug 2026.