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Zacks Trust shares owned by Carter Financial Group

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

Historical chart of Carter Financial Group investment in Zacks Trust

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

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Quarterly reported holdings in Zacks Trust by Carter Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $591k 16k 37.35
2025-06-30 $555k 16k 33.89

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