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Zacks Trust shares owned by Prosperity Financial Group

Quarter-by-quarter ownership of Zacks Trust (GROZ) shares owned by Prosperity Financial Group from 13F filings

Historical chart of Prosperity Financial Group investment in Zacks Trust

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All positions including Zacks Trust held by Prosperity Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Zacks Trust by Prosperity Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.7M 127k 29.34
2025-06-30 $3.2M 121k 26.49
2025-03-31 $2.6M 115k 22.30

More positions owned by Prosperity Financial Group

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Putnam Etf Trust Focused Lar Cap (PVAL)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)
Putnam Etf Trust Focsd Larcp Gwt (PGRO)
Pgim Etf Tr Jennison Foc Gwt (PJFG)
Proshares Tr S&p 500 High Inc (ISPY)
First Tr Exchange-traded Indxx Aerospace (MISL)
First Tr Exchange Traded Rba Indl Etf (AIRR)
Palantir Technologies Cl A (PLTR)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Broadcom (AVGO)

View all positions for Prosperity Financial Group

Top funds holding Zacks Trust

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Simplicity Wealth
GeoWealth Management
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Axim Planning & Wealth
Advisory Services Network

View all funds holding Zacks Trust