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Zacks Trust shares owned by Investment Advisory Services

Quarter-by-quarter ownership of Zacks Trust (SMIZ) shares owned by Investment Advisory Services from 13F filings

Historical chart of Investment Advisory Services investment in Zacks Trust

Tip: Access up to 7 years of quarterly data

All positions including Zacks Trust held by Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Zacks Trust by Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $259k 6.9k 37.35
2025-06-30 $235k 6.9k 33.89
2025-03-31 $210k 6.9k 30.26
2024-12-31 $230k 6.9k 33.18

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View all positions for Investment Advisory Services

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