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Zacks Trust shares owned by Axim Planning & Wealth

Quarter-by-quarter ownership of Zacks Trust (SMIZ) shares owned by Axim Planning & Wealth from 13F filings

Historical chart of Axim Planning & Wealth investment in Zacks Trust

Tip: Access up to 7 years of quarterly data

All positions including Zacks Trust held by Axim Planning & Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Zacks Trust by Axim Planning & Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $653k 18k 37.35

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