Sims Investment Management’s First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF CARZ Stock Holding History

Sims Investment Management’s Portfolio CARZ Stock Details CARZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-3	Closed	-$356	–	57
2026 Q2	$356	Buy	+3	New	+$321	﹤0.01%	171

Other funds holding CARZ

PCFFS

Pacific Center for Financial Services San Ramon, California $477M AUM 12.74% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

Sims Investment Management's CARZ Position: Q3 2026 in Review

Sims Investment Management sold out of First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF (CARZ) in Q3 2026, closing a stake of 3 shares — an estimated $356 sold.

Sims Investment Management first reported a position in CARZ in Q2 2026 and held it in 1 quarter. The position peaked at $356 in Q2 2026. 2 funds tracked by Wall St. Rank hold CARZ as of Q3 2026.

Sims Investment Management reported no remaining First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF position as of Q3 2026 after selling out during the quarter.
Sims Investment Management sold 3 First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF shares in Q3 2026, an estimated $356.
Sims Investment Management first reported a position in First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF in Q2 2026 and held it in 1 quarter.
Sims Investment Management's First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF position peaked at $356 in Q2 2026.
2 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF as of Q3 2026.

Based on Sims Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.