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Zacks Trust shares owned by Creative Planning

Quarter-by-quarter ownership of Zacks Trust shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Zacks Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Zacks Trust by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $974k 39k 25.24

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Portfolio S&p400 (SPMD)
Ishares Core Msci Emkt (IEMG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Creative Planning

Top funds holding Zacks Trust

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View all funds holding Zacks Trust