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Zacks Trust shares owned by Concurrent Investment Advisors

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

Historical chart of Concurrent Investment Advisors investment in Zacks Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Zacks Trust by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $224k 8.1k 27.57

More positions owned by Concurrent Investment Advisors

Apple Put Option (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation Call Option (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust State Street Spd (BIL)
First Tr Exchange-traded First Tr Enh New (FTSM)
Amazon (AMZN)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Broadcom (AVGO)
Wal-Mart Stores (WMT)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Concurrent Investment Advisors

Top funds holding Zacks Trust

Change Path
GeoWealth Management
Envestnet Asset Management
Branch Banking & Trust Company
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