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Zacks Trust shares owned by Change Path

Quarter-by-quarter ownership of Zacks Trust shares owned by Change Path from 13F filings

Historical chart of Change Path investment in Zacks Trust

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All positions including Zacks Trust held by Change Path consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Zacks Trust by Change Path

Quarter filed Position value Share count Share price at filing
2025-09-30 $231k 9.2k 25.23

More positions owned by Change Path

Neos Etf Trust Fis Bright Port (BRIF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Advisorshares Tr Star Glob Buyw (VEGA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pimco Etf Tr Active Bd Etf (BOND)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Change Path

Top funds holding Zacks Trust

Navigation Wealth Management
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Creative Planning
Simplicity Wealth
Victory Financial Group
Unique Wealth
Atria Investments
Axiom Financial Strategies
Change Path

View all funds holding Zacks Trust