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Zacks Trust shares owned by Axim Planning & Wealth

Quarter-by-quarter ownership of Zacks Trust (QUIZ) shares owned by Axim Planning & Wealth from 13F filings

Historical chart of Axim Planning & Wealth investment in Zacks Trust

Tip: Access up to 7 years of quarterly data

All positions including Zacks Trust held by Axim Planning & Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Zacks Trust by Axim Planning & Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $359k 14k 26.52

More positions owned by Axim Planning & Wealth

Ehang Hldgs Ads (EH)
John Hancock Pref. Income Fund II (HPF)
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Select Sector Spdr Tr State Street Tec (XLK)
Arrow Invts Tr Resv Cap Etf (ARCM)
Procter & Gamble Company (PG)
Agf Invts Tr Us Market Netrl (BTAL)
Zacks Trust Focus Growth Etf (GROZ)
Us Bancorp Del Com New (USB)
Microsoft Corporation (MSFT)
Altria (MO)
Zacks Trust Small/mid Cap (SMIZ)
Zacks Trust Earngs Constant (ZECP)

View all positions for Axim Planning & Wealth

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