Who owns ZACKS TRUST?
- Ticker: QUIZ
- CUSIP Number: 98888g881
Tip: Access positions for across all investors
Analyze quarterly positions in Zacks Trust with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Zacks Trust stock
Who bought or sold ZACKS TRUST this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Navigation Wealth Management | 91k | $2.4M | 13% | Dec 2025 |
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| Balboa Wealth Partners | 87k | $2.3M | 29% | Dec 2025 |
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| Advisory Services Network | 86k | $2.2M | 100% | Sep 2025 |
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| Axxcess Wealth Management | 77k | $2.0M | -4% | Dec 2025 |
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| Continental Investors Services | 68k | $1.8M | 100% | Sep 2025 |
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| Strategic Blueprint | 62k | $1.7M | 100% | Dec 2025 |
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| Arete Wealth Advisors | 40k | $1.0M | 100% | Sep 2025 |
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| Paragon Private Wealth Management | 40k | $1.0M | 100% | Sep 2025 |
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| Creative Planning | 39k | $974k | 100% | Sep 2025 |
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| Simplicity Wealth | 29k | $765k | 8% | Dec 2025 |
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| Ignite Planners | 24k | $663k | 100% | Dec 2025 |
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| Victory Financial Group | 22k | $575k | 100% | Dec 2025 |
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| Unique Wealth | 22k | $572k | 13% | Dec 2025 |
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| Atria Investments | 14k | $353k | 100% | Sep 2025 |
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| Axiom Financial Strategies | 12k | $318k | 0% | Dec 2025 |
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| Vantus Wealth | 9.9k | $263k | 100% | Dec 2025 |
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| Change Path | 9.2k | $231k | 100% | Sep 2025 |
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| Ethos Financial Group | 8.5k | $227k | 100% | Dec 2025 |
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| Independent Wealth Network | 8.2k | $217k | 100% | Dec 2025 |
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| CoreCap Advisors | 4.9k | $130k | 10146% | Dec 2025 |
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| Cornerstone Planning Group | 1.0k | $29k | 100% | Dec 2025 |
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| Retirement Wealth Solutions | 850.00 | $23k | 17% | Dec 2025 |
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| Harbour Investments | 681.00 | $17k | 100% | Sep 2025 |
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| UBS Group | 338.00 | $9.0k | 100% | Dec 2025 |
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| IFP Advisors | 151.00 | $4.0k | 0% | Dec 2025 |
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