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Zacks Trust shares owned by M1 Capital Management

Quarter-by-quarter ownership of Zacks Trust (SMIZ) shares owned by M1 Capital Management from 13F filings

Historical chart of M1 Capital Management investment in Zacks Trust

Tip: Access up to 7 years of quarterly data

All positions including Zacks Trust held by M1 Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Zacks Trust by M1 Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1M 57k 37.35
2025-06-30 $1.2M 36k 33.89
2025-03-31 $596k 20k 30.26
2024-12-31 $366k 11k 33.18

More positions owned by M1 Capital Management

Apple (AAPL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Core Msci Emkt (IEMG)
Meta Platforms Cl A (META)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Eafe Etf (EFA)
Zacks Trust Earngs Constant (ZECP)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Blackrock Etf Trust Ishares Us Thema (THRO)

View all positions for M1 Capital Management

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