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Zacks Trust shares owned by Creative Financial Designs

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

Historical chart of Creative Financial Designs investment in Zacks Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Zacks Trust by Creative Financial Designs

Quarter filed Position value Share count Share price at filing
2025-06-30 $17k 500 33.89
2025-03-31 $15k 500 30.26
2024-12-31 $17k 500 33.18

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Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
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Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Bny Mellon International Equity Etf Etf (BKIE)
Vanguard Russell 1000 Growth Etf Etf (VONG)
Apple Stock (AAPL)
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Vanguard Growth Etf Etf (VUG)
Capital Group Dividend Value Etf Etf (CGDV)
Amazon Stock (AMZN)
Vanguard Short-term Treasury Etf Etf (VGSH)
Ishares 0-5 Year Investment Grade Corporate Bond Etf Etf (SLQD)
Inspire Corporate Bond Etf Etf (IBD)
Fidelity Total Bond Etf Etf (FBND)
Eli Lilly & Co Stock (LLY)

View all positions for Creative Financial Designs

Top funds holding Zacks Trust

Nelson, Van Denburg & Campbell Wealth Management
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von Borstel & Associates
Wayfinding Financial
Arete Wealth Advisors
Advisory Services Network
Strategic Blueprint
Continental Investors Services
M1 Capital Management
LPL Financial
Navigation Wealth Management
Prosperity Financial Group
Axxcess Wealth Management

View all funds holding Zacks Trust