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Zacks Trust shares owned by Golden State Wealth Management

Quarter-by-quarter ownership of Zacks Trust (SMIZ) shares owned by Golden State Wealth Management from 13F filings

Historical chart of Golden State Wealth Management investment in Zacks Trust

Tip: Access up to 7 years of quarterly data

All positions including Zacks Trust held by Golden State Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Zacks Trust by Golden State Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.8M 40k 44.62

More positions owned by Golden State Wealth Management

Ishares Core MF Closed and MF Open (IVV)
State Street MF Closed and MF Open (SPY)
Apple Common Stock (AAPL)
Ishares U S MF Closed and MF Open (DYNF)
Ishares Core MF Closed and MF Open (AGG)
Nvidia Corp Common Stock (NVDA)
Invesco Qqq MF Closed and MF Open (QQQ)
Alphabet Common Stock (GOOGL)
Amazon Common Stock (AMZN)
First Trust MF Closed and MF Open (FVD)
Principal Us MF Closed and MF Open (USMC)
Ishares Core MF Closed and MF Open (IEMG)
Harbor Long MF Closed and MF Open (WINN)
American Century MF Closed and MF Open (QGRO)
First Trust MF Closed and MF Open (SDVY)

View all positions for Golden State Wealth Management

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View all funds holding Zacks Trust