Zynergy Retirement Planning’s First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF CARZ Stock Holding History

Zynergy Retirement Planning’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
2025 Q2	–	Sell	-263	Closed	-$15.3K	–	35
2025 Q1	$15.3K	Hold	263	–	–	0.01%	72
2024 Q4	$15.3K	Hold	263	–	–	0.01%	67
2024 Q3	$15.3K	Hold	263	–	–	0.01%	67
2024 Q2	$15.4K	Buy	+263	New	+$15.3K	0.01%	75

Other funds holding CARZ

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

Zynergy Retirement Planning's CARZ Position: Q2 2025 in Review

Zynergy Retirement Planning sold out of First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF (CARZ) in Q2 2025, closing a stake of 263 shares — an estimated $15.3K sold.

Zynergy Retirement Planning first reported a position in CARZ in Q2 2024 and held it in 4 quarters. The position peaked at $15.4K in Q2 2024. 23 funds tracked by Wall St. Rank hold CARZ as of Q2 2025.

Zynergy Retirement Planning reported no remaining First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF position as of Q2 2025 after selling out during the quarter.
Zynergy Retirement Planning sold 263 First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF shares in Q2 2025, an estimated $15.3K.
Zynergy Retirement Planning first reported a position in First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF in Q2 2024 and held it in 4 quarters.
Zynergy Retirement Planning's First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF position peaked at $15.4K in Q2 2024.
23 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF as of Q2 2025.

Based on Zynergy Retirement Planning's 13F filing for Q2 2025, filed 4 Sep 2025.