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Zacks Trust shares owned by TRUE Private Wealth Advisors

Quarter-by-quarter ownership of Zacks Trust (QUIZ) shares owned by TRUE Private Wealth Advisors from 13F filings

Historical chart of TRUE Private Wealth Advisors investment in Zacks Trust

Tip: Access up to 7 years of quarterly data

All positions including Zacks Trust held by TRUE Private Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Zacks Trust by TRUE Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.9M 146k 26.52

More positions owned by TRUE Private Wealth Advisors

Ishares Tr Core Msci Total (IXUS)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Ibonds 29 Trm Ts (IBTJ)
Ishares Tr Ibonds Oct 2028 (IBIE)
Ishares Tr Ibonds Dec 2031 (IBTL)
Ishares Tr Ibonds Oct 2030 (IBIG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core Msci Euro (IEUR)
Ishares Tr Core S&p Ttl Stk (ITOT)
First Tr Exchange-traded SHS (FDL)
Apple (AAPL)
Zacks Trust Small/mid Cap (SMIZ)
Ishares Tr Ishares Semicdtr (SOXX)
Vaneck Etf Trust Clo Etf (CLOI)

View all positions for TRUE Private Wealth 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
Simplicity Wealth
Creative Planning
Ignite Planners
Koshinski Asset Management
Victory Financial Group

View all funds holding Zacks Trust