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 |
|---|---|---|---|---|---|
| GeoWealth Management | 519k | $15M | 55% | Jun 2026 |
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| Continental Investors Services | 369k | $11M | 43% | Jun 2026 |
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| TRUE Private Wealth Advisors | 154k | $4.4M | -2% | Sep 2026 |
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| M1 Capital Management | 110k | $3.2M | 11% | Jun 2026 |
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| Arete Wealth Advisors | 109k | $3.2M | 26% | Jun 2026 |
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| Navigation Wealth Management | 106k | $3.1M | 20% | Jun 2026 |
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| Strategic Blueprint | 102k | $2.9M | 2% | Sep 2026 |
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| Advisory Services Network | 87k | $2.5M | 0% | Jun 2026 |
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| Balboa Wealth Partners | 86k | $2.5M | -12% | Sep 2026 |
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| Farther Finance Advisors | 84k | $2.4M | 2% | Sep 2026 |
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| Advyzon Investment Management | 77k | $2.3M | 30% | Jun 2026 |
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| LPL Financial | 59k | $1.7M | 100% | Jun 2026 |
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| Sentinus | 56k | $1.6M | 527% | Jun 2026 |
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| Alteri Wealth | 50k | $1.4B | 46% | Jun 2026 |
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| Cambridge Investment Research Advisors | 45k | $1.3M | 14% | Jun 2026 |
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| Koshinski Asset Management | 39k | $1.1M | 34% | Jun 2026 |
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| EJMK Ventures | 33k | $934k | -9% | Sep 2026 |
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| Ignite Planners | 32k | $936k | 37% | Sep 2026 |
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| Unique Wealth | 32k | $906k | 6% | Sep 2026 |
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| Simplicity Wealth | 31k | $896k | 1% | Sep 2026 |
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| Integrity Wealth Partners | 30k | $854k | 58% | Sep 2026 |
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| Stirlingshire Investments | 30k | $862k | 11% | Jun 2026 |
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| PKS Advisory Services | 28k | $810k | 100% | Jun 2026 |
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| Ambassador Advisors | 28k | $805k | 28% | Jun 2026 |
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| Carter Financial Group | 21k | $588k | 2% | Sep 2026 |
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| Axim Planning & Wealth | 20k | $588k | 37% | Jun 2026 |
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| Vantus Wealth | 19k | $565k | 100% | Jun 2026 |
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| Creative Planning | 16k | $474k | -23% | Jun 2026 |
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| Revisor Wealth Management | 15k | $427k | -1% | Sep 2026 |
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| Independent Wealth Network | 13k | $383k | 63% | Sep 2026 |
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| Latitude Advisors | 13k | $365k | 68% | Jun 2026 |
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| CoreCap Advisors | 12k | $353k | 50% | Sep 2026 |
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| Wayfinding Financial | 11k | $330k | 38% | Jun 2026 |
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| Harbour Investments | 9.9k | $289k | 77% | Jun 2026 |
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| IHT Wealth Management | 9.5k | $278k | 14% | Jun 2026 |
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| Vise Technologies | 9.5k | $276k | -55% | Jun 2026 |
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| Empirical Asset Management | 9.4k | $276k | 100% | Jun 2026 |
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| Victory Financial Group | 8.9k | $261k | -41% | Jun 2026 |
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| Jane Street | 8.8k | $256k | -72% | Jun 2026 |
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| Ethos Financial Group | 8.7k | $245k | 2% | Jun 2026 |
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| Cooper Financial Group | 8.2k | $236k | 100% | Sep 2026 |
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| SeaCrest Wealth Management | 7.9k | $227k | 0% | Sep 2026 |
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| GK Wealth Management | 7.7k | $221k | -12% | Sep 2026 |
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| SRS Capital Advisors | 6.5k | $190k | 0% | Jun 2026 |
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| Rossby Financial, LCC | 4.9k | $142k | 0% | Jun 2026 |
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| Compass Financial Management | 822.00 | $24k | 100% | Jun 2026 |
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| Global Retirement Partners | 767.00 | $22k | 100% | Jun 2026 |
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| IFP Advisors | 170.00 | $4.9k | 0% | Sep 2026 |
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| Luminist Capital | 2.00 | $58.000000 | 100% | Jun 2026 |
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Who sold out of Zacks Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Axxcess Wealth Management | Jun 2026 | 58k | $1.7M |
| Paragon Private Wealth Management | Jun 2026 | 48k | $1.4M |
| Change Path | Mar 2026 | 23k | $613k |
| Gts Securities | Mar 2026 | 12k | $320k |
| Pnc Financial Services | Mar 2026 | 2.3k | $61k |
| Cornerstone Planning Group | Jun 2026 | 1.2k | $35k |
| Hallmark Capital Management | Jun 2026 | 111.00 | $3.2k |
| Northwestern Mutual Wealth Management Company | Mar 2026 | 92.00 | $2.5k |