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Zacks Trust shares owned by Independent Wealth Network

Quarter-by-quarter ownership of Zacks Trust (QUIZ) shares owned by Independent Wealth Network from 13F filings

Historical chart of Independent Wealth Network investment in Zacks Trust

Tip: Access up to 7 years of quarterly data

All positions including Zacks Trust held by Independent Wealth Network consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Zacks Trust by Independent Wealth Network

Quarter filed Position value Share count Share price at filing
2025-12-31 $217k 8.2k 26.52

More positions owned by Independent Wealth Network

Caterpillar (CAT)
Spdr Series Trust State Street Spd (SPYG)
Spdr Series Trust State Street Spd (SPYM)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Series Trust State Street Spd (SPYV)
Ishares Silver Tr Ishares (SLV)
Ishares Tr Msci Acwi Etf (ACWI)
Ishares Tr Core Lt Usdb Etf (ILTB)
Apple (AAPL)
Collaborative Investmnt Ser Rareview Dynamic (RDFI)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Us Equity Market (DFUS)
Chevron Corporation (CVX)
Spdr Series Trust State Street Spd (SPAB)
Microsoft Corporation (MSFT)

View all positions for Independent Wealth Network

Top funds holding Zacks Trust

Navigation Wealth Management
Balboa Wealth Partners
Advisory Services Network
Axxcess Wealth Management
Continental Investors Services
Strategic Blueprint
Arete Wealth Advisors
Paragon Private Wealth Management
Creative Planning
Simplicity Wealth
Ignite Planners
Victory Financial Group
Unique Wealth
Atria Investments
Axiom Financial Strategies

View all funds holding Zacks Trust