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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
2025-12-31 $126k 3.4k 36.99
2025-09-30 $1.1k 29 37.34
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

State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Total Bond Market Etf Etf (BND)
Vanguard S&p 500 Etf Etf (VOO)
State Street Technology Select Sector Spdr Etf Etf (XLK)
Invesco Qqq Trust Series I Etf (QQQ)
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Nvidia Corporation Stock (NVDA)
Apple Stock (AAPL)
Schwab U.s. Small-cap Etf Etf (SCHA)
Goldman Sachs Marketbeta U.s. Equity Etf Etf (GSUS)
Ishares Core S&p 500 Etf Etf (IVV)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard Growth Etf Etf (VUG)

View all positions for CoreCap Advisors

Top funds holding Zacks Trust

Nelson, Van Denburg & Campbell Wealth Management
TRUE Private Wealth Advisors
Change Path
Sanchez Wealth Management Group
Wayfinding Financial
Arete Wealth Advisors
GeoWealth Management
Koshinski Asset Management
LPL Financial
Advisory Services Network
Continental Investors Services
Strategic Blueprint
M1 Capital Management
Navigation Wealth Management
Balboa Wealth Partners

View all funds holding Zacks Trust