GeoWealth Management’s First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF CARZ Stock Holding History
Bought
Maintained
Sold
Other funds holding CARZ
OMC
PWS
GeoWealth Management's CARZ Position: Q2 2026 in Review
GeoWealth Management reduced its First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF (CARZ) stake by 25% in Q2 2026, selling an estimated $56.4K and leaving 1,553 shares worth $184K. The position accounts for 0.01% of the portfolio, ranked #792.
GeoWealth Management first reported a position in CARZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $740K in Q3 2025. 36 funds tracked by Wall St. Rank hold CARZ as of Q2 2026.
- GeoWealth Management held 1,553 shares of First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF worth $184K as of Q2 2026.
- GeoWealth Management sold 527 First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF shares in Q2 2026, an estimated $56.4K.
- First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #792 holding.
- GeoWealth Management first reported a position in First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF in Q3 2025 and has held it in 4 quarters since.
- GeoWealth Management's First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF position peaked at $740K in Q3 2025.
- 36 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF as of Q2 2026.
Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.