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Zacks Trust shares owned by Arete Wealth Advisors

Quarter-by-quarter ownership of Zacks Trust shares owned by Arete Wealth Advisors from 13F filings

Historical chart of Arete Wealth Advisors investment in Zacks Trust

Tip: Access up to 7 years of quarterly data

All positions including Zacks Trust held by Arete Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Zacks Trust by Arete Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 40k 25.23

More positions owned by Arete Wealth Advisors

NVIDIA Corporation (NVDA)
Apple (AAPL)
Walt Disney Company (DIS)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Spdr Series Trust Portfolio Agrgte (SPAB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Microsoft Corporation (MSFT)
Putnam Etf Trust Focused Lar Cap (PVAL)
Ishares Tr Eafe Value Etf (EFV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Arete Wealth Advisors

Top funds holding Zacks Trust

Advisory Services Network
Navigation Wealth Management
Axxcess Wealth Management
Continental Investors Services
Balboa Wealth Partners
Arete Wealth Advisors
Paragon Private Wealth Management
Creative Planning
Simplicity Wealth
Unique Wealth
Atria Investments
Axiom Financial Strategies
Change Path
Retirement Wealth Solutions
Harbour Investments

View all funds holding Zacks Trust