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 Q3	$10.5K	Buy	+345	New	+$11.2K	﹤0.01%	550
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

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Sterling Manor Financial Saratoga Springs, New York $173M AUM

IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return

Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

APS Management Group Torrance, California $139M AUM 6.66% 1-Year Est. Return

Indivisible Partners Clearwater, Florida $2.18B AUM 33.61% 1-Year Est. Return

Balance Wealth's ZAP Position: Q3 2026 in Review

Balance Wealth opened a new position in Global X U.S. Electrification ETF (ZAP) in Q3 2026: 345 shares worth $10.5K. The stake represents ﹤0.01% of the portfolio and ranks #550 among its holdings. This is a return to the name: Balance Wealth previously reported a position in ZAP as recently as Q1 2026.

Balance Wealth first reported a position in ZAP in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.12M in Q1 2026. 28 funds tracked by Wall St. Rank hold ZAP as of Q3 2026.

Balance Wealth held 345 shares of Global X U.S. Electrification ETF worth $10.5K as of Q3 2026.
Global X U.S. Electrification ETF was a new Balance Wealth position in Q3 2026.
Global X U.S. Electrification ETF made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #550 holding.
Balance Wealth first reported a position in Global X U.S. Electrification ETF in Q3 2025 and has held it in 4 quarters since.
Balance Wealth's Global X U.S. Electrification ETF position peaked at $2.12M in Q1 2026.
28 funds tracked by Wall St. Rank held Global X U.S. Electrification ETF as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.