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Zacks Trust shares owned by IFP Advisors

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

Historical chart of IFP Advisors investment in Zacks Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Zacks Trust by IFP Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.8k 103 37.29
2025-06-30 $6.7k 197 33.86
2025-03-31 $6.0k 197 30.23
2024-12-31 $1.8k 54 33.19

More positions owned by IFP Advisors

Apple cs (AAPL)
Nvidia Corporation cs (NVDA)
Vanguard Index Fds Growth Etf cs (VUG)
Spdr S&p 500 Etf Tr Tr cs (SPY)
Invesco Qqq Tr cs (QQQ)
Microsoft Corp cs (MSFT)
Ishares Tr S&p 500 Grwt Etf cs (IVW)
Spdr Series Trust Portfolio S&p500 cs (SPLG)
Ishares Gold Tr Ishares mc (IAU)
Amazon cs (AMZN)
Ishares Tr Core S&p500 Etf cs (IVV)
Ishares Tr S&p 100 Etf cs (OEF)
Wisdomtree Tr Us Qtly Div Grt mc (DGRW)
Spdr Index cs (SPDW)
Vanguard Index Fds S&p 500 Etf mc (VOO)

View all positions for IFP Advisors

Top funds holding Zacks Trust

Nelson, Van Denburg & Campbell Wealth Management
TRUE Private Wealth Advisors
Change Path
Sanchez Wealth Management Group
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