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Zacks Trust shares owned by Change Path

Quarter-by-quarter ownership of Zacks Trust (SMIZ) shares owned by Change Path from 13F filings

Historical chart of Change Path investment in Zacks Trust

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All positions including Zacks Trust held by Change Path consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Zacks Trust by Change Path

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.0M 121k 33.10
2024-06-30 $2.3M 76k 30.49
2024-03-31 $867k 27k 31.66

More positions owned by Change Path

Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Advisorshares Tr Star Glob Buyw (VEGA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Change Path

Top funds holding Zacks Trust

TRUE Private Wealth Advisors
Nelson, Van Denburg & Campbell Wealth Management
Wayfinding Financial
Kowal Investment Group
Change Path
Prosperity Financial Group
Axxcess Wealth Management
Arete Wealth Advisors
Strategic Blueprint
Balboa Wealth Partners
Advisory Services Network
Cambridge Investment Research Advisors
Continental Investors Services
LifePro Asset Management
CoreCap Advisors

View all funds holding Zacks Trust