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Zacks Trust shares owned by Axxcess Wealth Management

Quarter-by-quarter ownership of Zacks Trust shares owned by Axxcess Wealth Management from 13F filings

Historical chart of Axxcess Wealth Management investment in Zacks Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Zacks Trust by Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0M 80k 25.24

More positions owned by Axxcess Wealth Management

Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Intl (IDEV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr TRS FLT RT BD (TFLO)
Amazon (AMZN)
Ishares Gold Tr Ishares New (IAU)
Broadcom (AVGO)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Axxcess Wealth Management

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