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Zacks Trust shares owned by Change Path

Quarter-by-quarter ownership of Zacks Trust (GROZ) 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 $8.7M 296k 29.34
2025-06-30 $4.3M 163k 26.49
2025-03-31 $3.5M 157k 22.30

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

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