Balboa Wealth Partners
QUIZ icon

Balboa Wealth Partners’s Zacks Quality International ETF QUIZ Stock Holding History

Balboa Wealth Partners’s Portfolio QUIZ Stock Details QUIZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.47M Sell
85,933
-11,621
-12% -$340K 0.33% 50
2026
Q2 		$2.85M Buy
97,554
+271
+0.3% +$7.8K 0.39% 40
2026
Q1 		$2.62M Buy
97,283
+10,235
+12% +$285K 0.44% 38
2025
Q4 		$2.31M Buy
87,048
+19,671
+29% +$509K 0.38% 46
2025
Q3 		$1.7M Buy
+67,377
New +$1.69M 0.29% 59

Other funds holding QUIZ

CIS
Continental Investors Services Longview, Washington $133M AUM 13.39% 1-Year Est. Return
GeoWealth Management
GeoWealth Management Chicago, Illinois $2.98B AUM 14.31% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
M1 Capital Management
M1 Capital Management Bloomfield Hills, Michigan $270M AUM 19.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.27% 1-Year Est. Return
Arete Wealth Advisors
Arete Wealth Advisors Chicago, Illinois $1.58B AUM 24.44% 1-Year Est. Return
Navigation Wealth Management
Navigation Wealth Management Fort Collins, Colorado $66.1M AUM 12.42% 1-Year Est. Return
Advisory Services Network
Advisory Services Network Atlanta, Georgia $8.32B AUM 29.07% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Balboa Wealth Partners's QUIZ Position: Q3 2026 in Review

Balboa Wealth Partners reduced its Zacks Quality International ETF (QUIZ) stake by 12% in Q3 2026, selling an estimated $340K and leaving 85,933 shares worth $2.47M. The position accounts for 0.33% of the portfolio, ranked #50.

Balboa Wealth Partners first reported a position in QUIZ in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.85M in Q2 2026. 43 funds tracked by Wall St. Rank hold QUIZ as of Q3 2026.

  • Balboa Wealth Partners held 85,933 shares of Zacks Quality International ETF worth $2.47M as of Q3 2026.
  • Balboa Wealth Partners sold 11,621 Zacks Quality International ETF shares in Q3 2026, an estimated $340K.
  • Zacks Quality International ETF made up 0.33% of Balboa Wealth Partners's portfolio in Q3 2026, its #50 holding.
  • Balboa Wealth Partners first reported a position in Zacks Quality International ETF in Q3 2025 and has held it in 5 quarters since.
  • Balboa Wealth Partners's Zacks Quality International ETF position peaked at $2.85M in Q2 2026.
  • 43 funds tracked by Wall St. Rank held Zacks Quality International ETF as of Q3 2026.

Based on Balboa Wealth Partners's 13F filing for Q3 2026, filed 20 Oct 2026.