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Zacks Trust shares owned by Bauman Advisory Group

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

Historical chart of Bauman Advisory Group investment in Zacks Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Zacks Trust by Bauman Advisory Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.9M 50k 36.99

More positions owned by Bauman Advisory Group

Spdr Series Trust State Street Spd (SPYM)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Gold Tr Shares Represent (IAUM)
J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Apple (AAPL)
Ishares Tr Usd Inv Grde Etf (USIG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Zacks Trust Small/mid Cap (SMIZ)

View all positions for Bauman Advisory Group

Top funds holding Zacks Trust

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LPL Financial
Strategic Blueprint
Navigation Wealth Management
Continental Investors Services
Balboa Wealth Partners
M1 Capital Management
Prosperity Financial Group

View all funds holding Zacks Trust