Who owns ZACKS TRUST?
- Ticker: SMIZ
- CUSIP Number: 98888g204
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Analyze quarterly positions in Zacks Trust with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Zacks Trust stock
Who bought or sold ZACKS TRUST this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Nelson, Van Denburg & Campbell Wealth Management | 199k | $6.3M | 100% | Mar 2024 |
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| Wayfinding Financial | 144k | $4.4M | 100% | Mar 2024 |
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| Arete Wealth Advisors | 124k | $3.9M | 170% | Mar 2024 |
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| Kowal Investment Group | 51k | $1.6M | 40% | Mar 2024 |
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| Advisory Services Network | 24k | $771k | 82% | Mar 2024 |
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| LifePro Asset Management | 17k | $538k | 0% | Mar 2024 |
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| Citadel Advisors | 16k | $499k | 100% | Mar 2024 |
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| Eqis Capital Management | 14k | $454k | 100% | Mar 2024 |
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| Continental Investors Services | 13k | $398k | 100% | Mar 2024 |
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| Ignite Planners | 8.0k | $251k | 100% | Mar 2024 |
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| Westside Investment Management | 1.8k | $57k | 100% | Mar 2024 |
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| Cornerstone Planning Group | 549.00 | $17k | 100% | Mar 2024 |
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| UBS Group | 31.00 | $981.001200 | 100% | Mar 2024 |
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Who sold out of Zacks Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Zacks Investment Management | Dec 2023 | 236k | $6.7M |
| Ethos Financial Group | Dec 2023 | 7.0k | $201k |