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Zacks Trust shares owned by Foundations Investment Advisors

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

Historical chart of Foundations Investment Advisors investment in Zacks Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Zacks Trust by Foundations Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $212k 7.2k 29.34

More positions owned by Foundations Investment Advisors

Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Communication (XLC)
Ishares Tr S&p 100 Etf (OEF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Two Rds Shared Tr Anfield Us Equ (AESR)

View all positions for Foundations Investment 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