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Zacks Trust shares owned by B.O.S.S. Retirement Advisors

Quarter-by-quarter ownership of Zacks Trust (SMIZ) shares owned by B.O.S.S. Retirement Advisors from 13F filings

Historical chart of B.O.S.S. Retirement Advisors investment in Zacks Trust

Tip: Access up to 7 years of quarterly data

All positions including Zacks Trust held by B.O.S.S. Retirement Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Zacks Trust by B.O.S.S. Retirement Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $229k 6.1k 37.35
2025-06-30 $206k 6.1k 33.89

More positions owned by B.O.S.S. Retirement Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Aim Etf Products Trust Allianzim Us Lrg (SIXP)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Aim Etf Products Trust Us Lrgcp B20 Dec (DECW)
Aim Etf Products Trust Allianzim Us Lrg (SEPW)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Elevation Series Trust Trueshares Quart (QBER)
Simplify Exchange Traded Fun Short Term Trea (TUA)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Aim Etf Products Trust Us Lrgcp B20 Jul (JULW)

View all positions for B.O.S.S. Retirement Advisors

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