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Zacks Trust shares owned by Ameritas Advisory Services

Quarter-by-quarter ownership of Zacks Trust (SMIZ) shares owned by Ameritas Advisory Services from 13F filings

Historical chart of Ameritas Advisory Services investment in Zacks Trust

Tip: Access up to 7 years of quarterly data

All positions including Zacks Trust held by Ameritas Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Zacks Trust by Ameritas Advisory Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $17k 371 44.62
2025-06-30 $15k 431 33.89

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Apple (AAPL)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Spdr Series Trust ST STR P500GRW (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Grw Etf (IWF)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
Fidelity Covington Trust Divid Etf Risi (FDRR)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Mmentm (MTUM)
NVIDIA Corporation (NVDA)
Vanguard World Inf Tech Etf (VGT)
Capital Group Dividend Value Shs Creat Unit (CGDV)

View all positions for Ameritas Advisory Services

Top funds holding Zacks Trust

Nelson, Van Denburg & Campbell Wealth Management
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Steward Partners Investment Advisory
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Sanchez Wealth Management Group
LPL Financial
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Arete Wealth Advisors
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View all funds holding Zacks Trust