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Zacks Trust shares owned by CoreCap Advisors

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

Historical chart of CoreCap Advisors investment in Zacks Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Zacks Trust by CoreCap Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $564k 17k 33.10
2024-06-30 $566k 19k 30.49
2024-03-31 $597k 19k 31.64

More positions owned by CoreCap Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Select Sector Spdr Tr Technology (XLK)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Amazon (AMZN)

View all positions for CoreCap Advisors

Top funds holding Zacks Trust

TRUE Private Wealth Advisors
Nelson, Van Denburg & Campbell Wealth Management
Wayfinding Financial
Kowal Investment Group
Change Path
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
Eqis Capital Management

View all funds holding Zacks Trust