Zacks Trust shares owned by Axxcess Wealth Management
Quarter-by-quarter ownership of Zacks Trust (SMIZ) shares owned by Axxcess Wealth Management
from 13F filings
Historical chart of Axxcess Wealth Management investment in Zacks Trust
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Quarterly reported holdings in Zacks Trust by Axxcess Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 51k | 37.35 |
| 2025-06-30 | $2.2M | 64k | 33.89 |
| 2025-03-31 | $1.9M | 64k | 30.26 |
| 2024-12-31 | $3.3M | 101k | 33.18 |
| 2024-09-30 | $3.3M | 99k | 33.10 |
| 2024-06-30 | $3.3M | 110k | 30.49 |