Zacks Trust shares owned by Arete Wealth Advisors
Quarter-by-quarter ownership of Zacks Trust (SMIZ) shares owned by Arete Wealth Advisors
from 13F filings
Historical chart of Arete Wealth Advisors investment in Zacks Trust
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Quarterly reported holdings in Zacks Trust by Arete Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.1M | 136k | 37.35 |
| 2025-06-30 | $4.4M | 130k | 33.89 |
| 2025-03-31 | $3.4M | 114k | 30.28 |
| 2024-12-31 | $3.6M | 108k | 33.19 |
| 2024-09-30 | $3.2M | 96k | 32.97 |
| 2024-03-31 | $3.9M | 124k | 31.64 |
| 2023-12-31 | $1.3M | 46k | 28.57 |