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Zacks Trust shares owned by Goss Wealth Management

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

Historical chart of Goss Wealth Management investment in Zacks Trust

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

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Quarterly reported holdings in Zacks Trust by Goss Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $244k 5.5k 44.62

More positions owned by Goss Wealth Management

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Series Trust St Str P500etf (SPYM)
Broadcom (AVGO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Wal-Mart Stores (WMT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Cisco Systems (CSCO)

View all positions for Goss Wealth Management

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View all funds holding Zacks Trust