SRS Capital Advisors »

Zacks Trust shares owned by SRS Capital Advisors

Quarter-by-quarter ownership of Zacks Trust (QUIZ) shares owned by SRS Capital Advisors from 13F filings

Historical chart of SRS Capital Advisors investment in Zacks Trust

Tip: Access up to 7 years of quarterly data

All positions including Zacks Trust held by SRS Capital Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Zacks Trust by SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $173k 6.5k 26.52

More positions owned by SRS Capital Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Eldridge Bbb-b Clo Etf Etf (CLOZ)
Vanguard Index Fds Mid Cap Etf (VO)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)

View all positions for SRS Capital Advisors

Top funds holding Zacks Trust

GeoWealth Management
TRUE Private Wealth Advisors
Continental Investors Services
Arete Wealth Advisors
Navigation Wealth Management
Advisory Services Network
Balboa Wealth Partners
Axxcess Wealth Management
Strategic Blueprint
Paragon Private Wealth Management
Advyzon Investment Management
Alteri Wealth
EJMK Ventures
Simplicity Wealth
Creative Planning

View all funds holding Zacks Trust