Advyzon Investment Management »

Zacks Trust shares owned by Advyzon Investment Management

Quarter-by-quarter ownership of Zacks Trust (SMIZ) shares owned by Advyzon Investment Management from 13F filings

Historical chart of Advyzon Investment Management investment in Zacks Trust

Tip: Access up to 7 years of quarterly data

All positions including Zacks Trust held by Advyzon Investment Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Zacks Trust by Advyzon Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $833k 22k 37.35
2025-06-30 $549k 16k 33.89

More positions owned by Advyzon Investment Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ea Series Trust Strive 1000 Grwt (STXG)
Ea Series Trust Strive 1000 Valu (STXV)
Vanguard Index Fds Mid Cap Etf (VO)
Graniteshares Gold Tr Shs Ben Int (BAR)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vaneck Etf Trust Semiconductr Etf (SMH)
Apple (AAPL)
Meta Platforms Cl A (META)
Select Sector Spdr Tr Technology (XLK)
Ea Series Trust Strive Enhanced (BUXX)

View all positions for Advyzon Investment Management

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