Carter Financial Group
QUIZ icon

Carter Financial Group’s Zacks Quality International ETF QUIZ Stock Holding History

Carter Financial Group’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 		$588K Buy
20,481
+455
+2% +$13.3K 0.3% 60
2026
Q2 		$585K Buy
20,026
+1,528
+8% +$44K 0.3% 63
2026
Q1 		$499K Sell
18,498
-67
-0.4% -$1.87K 0.31% 58
2025
Q4 		$493K Buy
+18,565
New +$480K 0.29% 59

Other funds holding QUIZ

TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 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
Navigation Wealth Management
Navigation Wealth Management Fort Collins, Colorado $66.1M AUM 12.42% 1-Year Est. Return
Balboa Wealth Partners
Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.91B AUM 20.79% 1-Year Est. Return
Ignite Planners
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
EV
EJMK Ventures Itasca, Illinois $237M AUM 22.43% 1-Year Est. Return

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

Carter Financial Group increased its Zacks Quality International ETF (QUIZ) stake by 2.3% in Q3 2026, buying an estimated $13.3K and bringing the position to 20,481 shares worth $588K. The position accounts for 0.3% of the portfolio, ranked #60.

Carter Financial Group first reported a position in QUIZ in Q4 2025 and has held it in 4 quarters since. 28 funds tracked by Wall St. Rank hold QUIZ as of Q3 2026.

  • Carter Financial Group held 20,481 shares of Zacks Quality International ETF worth $588K as of Q3 2026.
  • Carter Financial Group bought 455 Zacks Quality International ETF shares in Q3 2026, an estimated $13.3K.
  • Zacks Quality International ETF made up 0.3% of Carter Financial Group's portfolio in Q3 2026, its #60 holding.
  • Carter Financial Group first reported a position in Zacks Quality International ETF in Q4 2025 and has held it in 4 quarters since.
  • 28 funds tracked by Wall St. Rank held Zacks Quality International ETF as of Q3 2026.

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