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Zacks Trust shares owned by Baer Investment Advisory

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

Historical chart of Baer Investment Advisory investment in Zacks Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Zacks Trust by Baer Investment Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $372k 10k 37.07

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Deere & Company (DE)
Ferrari Nv Ord (RACE)
Analog Devices (ADI)
Ecolab (ECL)
Amphenol Corp Cl A (APH)
Netflix (NFLX)
Apple (AAPL)
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Texas Instruments Incorporated (TXN)
International Business Machines (IBM)

View all positions for Baer Investment Advisory

Top funds holding Zacks Trust

Nelson, Van Denburg & Campbell Wealth Management
TRUE Private Wealth Advisors
Change Path
GeoWealth Management
Sanchez Wealth Management Group
Envestnet Asset Management
Continental Investors Services
Branch Banking & Trust Company
Wayfinding Financial
Koshinski Asset Management
Arete Wealth Advisors
LPL Financial
Advisory Services Network
Strategic Blueprint
M1 Capital Management

View all funds holding Zacks Trust