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Zacks Trust shares owned by Kowal Investment Group

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

Historical chart of Kowal Investment Group investment in Zacks Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Zacks Trust by Kowal Investment Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.2M 127k 33.10
2024-06-30 $3.1M 102k 30.49
2024-03-31 $1.6M 51k 31.64
2023-12-31 $1.0M 37k 28.57

More positions owned by Kowal Investment Group

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
First Tr Morningstar Divid L SHS (FDL)
First Tr Nasdaq 100 Tech Ind SHS (QTEC)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Zacks Trust Earngs Constant (ZECP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
First Tr Exchange-traded Managd Mun Etf (FMB)
NVIDIA Corporation (NVDA)
Ishares Tr National Mun Etf (MUB)
Microsoft Corporation (MSFT)
First Tr Exchange Traded Tech Alphadex (FXL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Kowal Investment Group

Top funds holding Zacks Trust

TRUE Private Wealth Advisors
Nelson, Van Denburg & Campbell Wealth Management
Wayfinding Financial
Kowal Investment Group
Change Path
Prosperity Financial Group
Axxcess Wealth Management
Arete Wealth Advisors
Strategic Blueprint
Balboa Wealth Partners
Advisory Services Network
Cambridge Investment Research Advisors
Continental Investors Services
LifePro Asset Management
CoreCap Advisors

View all funds holding Zacks Trust