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Zacks Trust shares owned by Arete Wealth Advisors

Quarter-by-quarter ownership of Zacks Trust (GROZ) 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 $3.9M 135k 29.21
2025-06-30 $3.6M 137k 26.48

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

Change Path
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