Zacks Trust shares owned by Advisory Services Network
Quarter-by-quarter ownership of Zacks Trust (SMIZ) shares owned by Advisory Services Network
from 13F filings
Historical chart of Advisory Services Network investment in Zacks Trust
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Quarterly reported holdings in Zacks Trust by Advisory Services Network
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.0M | 106k | 37.35 |
| 2025-06-30 | $3.4M | 99k | 34.55 |
| 2025-03-31 | $2.5M | 82k | 30.26 |
| 2024-12-31 | $2.3M | 71k | 33.18 |
| 2024-09-30 | $1.1M | 37k | 30.49 |
| 2024-06-30 | $1.1M | 37k | 30.49 |
| 2024-03-31 | $771k | 24k | 31.64 |
| 2023-12-31 | $382k | 13k | 28.57 |