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Zacks Trust shares owned by Kowal Investment Group

Quarter-by-quarter ownership of Zacks Trust (SMIZ) shares owned by Kowal Investment Group from 13F filings

Historical chart of Kowal Investment Group investment in Zacks Trust

Tip: Access up to 7 years of quarterly data

All positions including Zacks Trust held by Kowal Investment Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Zacks Trust by Kowal Investment Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.6M 51k 31.64
2023-12-31 $1.0M 37k 28.57

More positions owned by Kowal Investment Group

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
First Tr Exchange-traded Cap Strength Etf (FTCS)
First Tr Morningstar Divid L SHS (FDL)
First Tr Nasdaq 100 Tech Ind SHS (QTEC)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)
Ishares Tr National Mun Etf (MUB)
Apple (AAPL)
Microsoft Corporation (MSFT)
First Tr Exchange Traded Tech Alphadex (FXL)
NVIDIA Corporation (NVDA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)

View all positions for Kowal Investment Group

Top funds holding Zacks Trust

Zacks Investment Management
Kowal Investment Group
Arete Wealth Advisors
LifePro Asset Management
Advisory Services Network
Ignite Planners
Ethos Financial Group
Westside Investment Management

View all funds holding Zacks Trust