Focused Alpha »

Zacks Trust shares owned by Focused Alpha

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

Historical chart of Focused Alpha investment in Zacks Trust

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Zacks Trust by Focused Alpha

Quarter filed Position value Share count Share price at filing
2026-06-30 $9.5M 298k 31.78

More positions owned by Focused Alpha

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Ab Active Etfs Shor Du Yiel Etf (SYFI)
Apple (AAPL)
Zacks Trust Focus Growth Etf (GROZ)
Amazon (AMZN)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Vanguard Index Fds Value Etf (VTV)
Federated Hermes Etf Trust Tota Retu Bd Etf (FTRB)
Scm Trust Shelton Eqt Pre (SEPI)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Rbb Fund Trust First Eagle Gbl (FEGE)

View all positions for Focused Alpha

Top funds holding Zacks Trust

Strive Financial Group
Focused Alpha
GeoWealth Management
Change Path
Envestnet Asset Management
Prosperity Financial Group
Arete Wealth Advisors
Continental Investors Services
Goldman Sachs Group
Strategic Blueprint
M1 Capital Management
CoreCap Advisors
Axxcess Wealth Management
Advisory Services Network
Axim Planning & Wealth

View all funds holding Zacks Trust