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Zacks Trust shares owned by Axiom Financial Strategies

Quarter-by-quarter ownership of Zacks Trust (SMIZ) shares owned by Axiom Financial Strategies from 13F filings

Historical chart of Axiom Financial Strategies investment in Zacks Trust

Tip: Access up to 7 years of quarterly data

All positions including Zacks Trust held by Axiom Financial Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Zacks Trust by Axiom Financial Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $284k 7.6k 37.35
2025-06-30 $277k 8.2k 33.89
2024-12-31 $279k 8.4k 33.18
2024-09-30 $278k 8.4k 33.10

More positions owned by Axiom Financial Strategies

Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Dvlp (PIZ)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard World Inf Tech Etf (VGT)
United Sts Commodity Index F Comm Idx Fnd (USCI)
Pacer Fds Tr Trendpilot Intl (PTIN)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Series Trust Portfolio Sh Tsr (SPTS)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH)

View all positions for Axiom Financial Strategies

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