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Zacks Trust shares owned by Advisor Group Holdings

Quarter-by-quarter ownership of Zacks Trust (SMIZ) shares owned by Advisor Group Holdings from 13F filings

Historical chart of Advisor Group Holdings investment in Zacks Trust

Tip: Access up to 7 years of quarterly data

All positions including Zacks Trust held by Advisor Group Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Zacks Trust by Advisor Group Holdings

Quarter filed Position value Share count Share price at filing
2025-09-30 $11k 300 37.29
2025-06-30 $10k 300 33.89
2025-03-31 $18k 600 30.26
2024-12-31 $10k 300 33.18

More positions owned by Advisor Group Holdings

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Spdr Series Trust Portfolio S&p500 (SPLG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Meta Platforms Cl A (META)
Select Sector Spdr Tr Technology (XLK)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Advisor Group Holdings

Top funds holding Zacks Trust

Nelson, Van Denburg & Campbell Wealth Management
TRUE Private Wealth Advisors
Change Path
Sanchez Wealth Management Group
von Borstel & Associates
Wayfinding Financial
Arete Wealth Advisors
Advisory Services Network
Strategic Blueprint
Continental Investors Services
M1 Capital Management
LPL Financial
Navigation Wealth Management
Prosperity Financial Group
Axxcess Wealth Management

View all funds holding Zacks Trust