Carter Financial Group’s Gabelli Financial Services Opportunities ETF GABF Stock Holding History

Carter Financial Group’s Portfolio GABF Stock Details GABF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.34M	Buy	31,900 +172	+0.5%	+$7.81K	0.68%	34
2026 Q2	$1.4M	Sell	31,728 -32,702	-51%	-$1.43M	0.72%	31
2026 Q1	$2.68M	Sell	64,430 -123	-0.2%	-$5.44K	1.66%	13
2025 Q4	$3.04M	Buy	64,553 +3,521	+6%	+$165K	1.8%	14
2025 Q3	$2.94M	Buy	61,032 +303	+0.5%	+$14.7K	1.78%	13
2025 Q2	$2.88M	Buy	+60,729	New	+$2.67M	1.88%	13

Other funds holding GABF

Latitude Advisors Vero Beach, Florida $323M AUM 17.08% 1-Year Est. Return

Carter Financial Group's GABF Position: Q3 2026 in Review

Carter Financial Group increased its Gabelli Financial Services Opportunities ETF (GABF) stake by 0.54% in Q3 2026, buying an estimated $7.81K and bringing the position to 31,900 shares worth $1.34M. The position accounts for 0.68% of the portfolio, ranked #34.

Carter Financial Group first reported a position in GABF in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.04M in Q4 2025. 2 funds tracked by Wall St. Rank hold GABF as of Q3 2026.

Carter Financial Group held 31,900 shares of Gabelli Financial Services Opportunities ETF worth $1.34M as of Q3 2026.
Carter Financial Group bought 172 Gabelli Financial Services Opportunities ETF shares in Q3 2026, an estimated $7.81K.
Gabelli Financial Services Opportunities ETF made up 0.68% of Carter Financial Group's portfolio in Q3 2026, its #34 holding.
Carter Financial Group first reported a position in Gabelli Financial Services Opportunities ETF in Q2 2025 and has held it in 6 quarters since.
Carter Financial Group's Gabelli Financial Services Opportunities ETF position peaked at $3.04M in Q4 2025.
2 funds tracked by Wall St. Rank held Gabelli Financial Services Opportunities ETF as of Q3 2026.

Based on Carter Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.