Beacon Pointe Advisors »

Zacks Trust shares owned by Beacon Pointe Advisors

Quarter-by-quarter ownership of Zacks Trust (SMIZ) shares owned by Beacon Pointe Advisors from 13F filings

Historical chart of Beacon Pointe Advisors investment in Zacks Trust

Tip: Access up to 7 years of quarterly data

All positions including Zacks Trust held by Beacon Pointe Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Zacks Trust by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $211k 5.7k 36.99

More positions owned by Beacon Pointe Advisors

Apple Put Option (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation Put Option (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Lennox International (LII)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)

View all positions for Beacon Pointe Advisors

Top funds holding Zacks Trust

Nelson, Van Denburg & Campbell Wealth Management
TRUE Private Wealth Advisors
Change Path
Sanchez Wealth Management Group
Wayfinding Financial
Arete Wealth Advisors
GeoWealth Management
Koshinski Asset Management
LPL Financial
Advisory Services Network
Continental Investors Services
Strategic Blueprint
M1 Capital Management
Navigation Wealth Management
Balboa Wealth Partners

View all funds holding Zacks Trust