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Zacks Trust shares owned by Alteri Wealth

Quarter-by-quarter ownership of Zacks Trust (GROZ) shares owned by Alteri Wealth from 13F filings

Historical chart of Alteri Wealth investment in Zacks Trust

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

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Quarterly reported holdings in Zacks Trust by Alteri Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $407M 14k 29335.50
2025-06-30 $250M 9.4k 26487.12

More positions owned by Alteri Wealth

Nvidia Corporation Stock (NVDA)
Apple Stock (AAPL)
Broadcom Stock (AVGO)
Microsoft Corp Stock (MSFT)
Walmart Stock (WMT)
Exxon Mobil Corp Stock (XOM)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Amazon Stock (AMZN)
Jpmorgan Chase & Co Stock (JPM)
Bank America Corp Stock (BAC)
Meta Platforms Inc Cl A Stock (META)
Intel Corp Stock (INTC)
Spdr Blackstone Senior Loan Etf Etf (SRLN)
Tesla Stock (TSLA)
Amgen Stock (AMGN)

View all positions for Alteri Wealth

Top funds holding Zacks Trust

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Arete Wealth Advisors
Prosperity Financial Group
Strategic Blueprint
M1 Capital Management
Victory Financial Group
von Borstel & Associates
Wayfinding Financial
TRUE Private Wealth Advisors
CoreCap Advisors
Simplicity Wealth
GeoWealth Management
GK Wealth Management
Axim Planning & Wealth
Advisory Services Network

View all funds holding Zacks Trust