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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
2024-03-31 $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)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Advisorshares Tr Star Glob Buyw (VEGA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Mbs Etf (MBB)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Change Path

Top funds holding Zacks Trust

Nelson, Van Denburg & Campbell Wealth Management
Wayfinding Financial
Arete Wealth Advisors
Kowal Investment Group
Change Path
Advisory Services Network
LifePro Asset Management
Citadel Advisors
Eqis Capital Management
Continental Investors Services
Ignite Planners
Westside Investment Management
Cornerstone Planning Group
UBS Group

View all funds holding Zacks Trust