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 | 583k | $19M | 34% | Sep 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 411k | $14M | 12% | Sep 2024 |
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| Wayfinding Financial | 143k | $4.7M | -1% | Sep 2024 |
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| Kowal Investment Group | 127k | $4.2M | 25% | Sep 2024 |
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| Change Path | 121k | $4.0M | 58% | Sep 2024 |
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| Axxcess Wealth Management | 99k | $3.3M | -10% | Sep 2024 |
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| Arete Wealth Advisors | 96k | $3.2M | -23% | Sep 2024 |
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| Strategic Blueprint | 55k | $1.8M | 100% | Sep 2024 |
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| Balboa Wealth Partners | 42k | $1.4M | 8% | Sep 2024 |
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| Advisory Services Network | 37k | $1.1M | 0% | Sep 2024 |
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| Cambridge Investment Research Advisors | 25k | $836k | 100% | Sep 2024 |
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| Continental Investors Services | 22k | $723k | 0% | Sep 2024 |
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| LifePro Asset Management | 22k | $723k | 20% | Sep 2024 |
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| CoreCap Advisors | 17k | $564k | -8% | Sep 2024 |
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| Eqis Capital Management | 12k | $396k | 20% | Sep 2024 |
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| Ignite Planners | 9.5k | $313k | 17% | Sep 2024 |
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| Axiom Financial Strategies | 8.4k | $278k | 100% | Sep 2024 |
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| Atria Investments | 8.4k | $278k | -1% | Sep 2024 |
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| Sanctuary Advisors | 7.1k | $258k | 100% | Sep 2024 |
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| Pnc Financial Services | 3.3k | $110k | 100% | Sep 2024 |
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| Westside Investment Management | 2.0k | $62k | 0% | Sep 2024 |
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Who sold out of Zacks Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Citadel Advisors | Jun 2024 | 22k | $684k |
| Susquehanna International | Jun 2024 | 14k | $416k |
| Fisher Investments | Jun 2024 | 7.5k | $228k |