BW
ZAP

Balance Wealth’s Global X U.S. Electrification ETF ZAP Stock Holding History

Balance Wealth’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 		– Sell
-66,008
Closed -$2.12M – 179
2026
Q1 		$2.12M Sell
66,008
-1,942
-3% -$61.3K 0.66% 37
2025
Q4 		$1.97M Buy
67,950
+2,106
+3% +$63.3K 0.63% 36
2025
Q3 		$1.94M Buy
+65,844
New +$1.84M 0.48% 33

Other funds holding ZAP

B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FZCM
Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
KFGK
Keystone Financial Group (Kentucky) Lexington, Kentucky $1.69B AUM 40.17% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Balance Wealth's ZAP Position: Q2 2026 in Review

Balance Wealth sold out of Global X U.S. Electrification ETF (ZAP) in Q2 2026, closing a stake of 66,008 shares — an estimated $2.12M sold.

Balance Wealth first reported a position in ZAP in Q3 2025 and held it in 3 quarters. The position peaked at $2.12M in Q1 2026. 33 funds tracked by Wall St. Rank hold ZAP as of Q2 2026.

  • Balance Wealth reported no remaining Global X U.S. Electrification ETF position as of Q2 2026 after selling out during the quarter.
  • Balance Wealth sold 66,008 Global X U.S. Electrification ETF shares in Q2 2026, an estimated $2.12M.
  • Balance Wealth first reported a position in Global X U.S. Electrification ETF in Q3 2025 and held it in 3 quarters.
  • Balance Wealth's Global X U.S. Electrification ETF position peaked at $2.12M in Q1 2026.
  • 33 funds tracked by Wall St. Rank held Global X U.S. Electrification ETF as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.