Who owns ZACKS TRUST?
- Ticker: SMIZ
- CUSIP Number: 98888g204
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 |
|---|---|---|---|---|---|
| TRUE Private Wealth Advisors | 651k | $22M | 12% | Dec 2024 |
|
| Nelson, Van Denburg & Campbell Wealth Management | 561k | $19M | 36% | Dec 2024 |
|
| Sanchez Wealth Management Group | 179k | $5.4M | 100% | Mar 2025 |
|
| Change Path | 159k | $5.3M | 32% | Dec 2024 |
|
| Wayfinding Financial | 139k | $4.8M | -2% | Dec 2024 |
|
| Arete Wealth Advisors | 108k | $3.6M | 12% | Dec 2024 |
|
| Prosperity Financial Group | 104k | $3.5M | 4% | Dec 2024 |
|
| Axxcess Wealth Management | 101k | $3.3M | 1% | Dec 2024 |
|
| Advisory Services Network | 71k | $2.3M | 93% | Dec 2024 |
|
| Strategic Blueprint | 61k | $2.0M | 12% | Dec 2024 |
|
| Balboa Wealth Partners | 61k | $2.0M | 43% | Dec 2024 |
|
| LPL Financial | 33k | $1.1M | 100% | Dec 2024 |
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| Cambridge Investment Research Advisors | 30k | $989k | 18% | Dec 2024 |
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| Continental Investors Services | 26k | $873k | 18% | Dec 2024 |
|
| Flow Traders US | 23k | $771k | 100% | Dec 2024 |
|
| Simplicity Wealth | 23k | $695k | 100% | Mar 2025 |
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| Susquehanna International | 14k | $475k | 100% | Dec 2024 |
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| Paragon Private Wealth Management | 14k | $456k | 100% | Dec 2024 |
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| Ignite Planners | 13k | $430k | 35% | Dec 2024 |
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| Eqis Capital Management | 12k | $387k | -3% | Dec 2024 |
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| Sanctuary Advisors | 11k | $391k | 59% | Dec 2024 |
|
| M1 Capital Management | 11k | $366k | 100% | Dec 2024 |
|
| Navigation Wealth Management | 11k | $326k | 100% | Mar 2025 |
|
| Unique Wealth | 10k | $308k | 49% | Mar 2025 |
|
| Atria Investments | 9.5k | $314k | 13% | Dec 2024 |
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| Maia Wealth | 8.6k | $294k | 100% | Dec 2024 |
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| Axiom Financial Strategies | 8.4k | $279k | 0% | Dec 2024 |
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| Investment Advisory Services | 6.9k | $230k | 100% | Dec 2024 |
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| Empirical Asset Management | 6.5k | $217k | 100% | Dec 2024 |
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| Pnc Financial Services | 5.9k | $196k | 78% | Dec 2024 |
|
| Westside Investment Management | 2.0k | $65k | 0% | Dec 2024 |
|
| Creative Financial Designs | 500.00 | $17k | 100% | Dec 2024 |
|
| Retirement Wealth Solutions | 432.00 | $13k | 9% | Mar 2025 |
|
| Advisor Group Holdings | 300.00 | $10k | 100% | Dec 2024 |
|
| IFP Advisors | 54.00 | $1.8k | 100% | Dec 2024 |
|
Who sold out of Zacks Trust?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| CoreCap Advisors | Sep 2024 | 17k | $564k |
| Goldman Sachs Group | Sep 2024 | 8.1k | $267k |