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Zacks Trust shares owned by LPL Financial

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

Historical chart of LPL Financial investment in Zacks Trust

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

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Quarterly reported holdings in Zacks Trust by LPL Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1M 56k 37.35
2025-06-30 $1.1M 34k 33.89
2025-03-31 $2.0M 65k 30.26
2024-12-31 $1.1M 33k 33.18

More positions owned by LPL Financial

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Amazon (AMZN)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Growth Etf (VUG)

View all positions for LPL Financial

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