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Zacks Trust shares owned by Wayfinding Financial

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

Historical chart of Wayfinding Financial investment in Zacks Trust

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

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Quarterly reported holdings in Zacks Trust by Wayfinding Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $728k 25k 29.30
2025-06-30 $675k 25k 27.17
2025-03-31 $438k 20k 22.26
2024-12-31 $487k 20k 24.75