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Zacks Trust shares owned by Baer Investment Advisory

Quarter-by-quarter ownership of Zacks Trust (GROZ) shares owned by Baer Investment Advisory from 13F filings

Historical chart of Baer Investment Advisory investment in Zacks Trust

Tip: Access up to 7 years of quarterly data

All positions including Zacks Trust held by Baer Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Zacks Trust by Baer Investment Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $442k 16k 27.57

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Deere & Company (DE)
Ferrari Nv Ord (RACE)
Analog Devices (ADI)
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Amphenol Corp Cl A (APH)
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Apple (AAPL)
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Texas Instruments Incorporated (TXN)
International Business Machines (IBM)

View all positions for Baer Investment Advisory

Top funds holding Zacks Trust

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GeoWealth Management
Envestnet Asset Management
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Arete Wealth Advisors
Prosperity Financial Group
Continental Investors Services
Goldman Sachs Group
Strive Financial Group
Strategic Blueprint
M1 Capital Management
Axxcess Wealth Management
CoreCap Advisors
Koshinski Asset Management
Axim Planning & Wealth

View all funds holding Zacks Trust