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Zacks Trust shares owned by Maia Wealth

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

Historical chart of Maia Wealth investment in Zacks Trust

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

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Quarterly reported holdings in Zacks Trust by Maia Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $579k 16k 37.39
2025-06-30 $516k 15k 33.89
2025-03-31 $456k 16k 29.09
2024-12-31 $294k 8.6k 34.05

More positions owned by Maia Wealth

Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Eafe Value Etf (EFV)
Schwab Strategic Tr Fundamental Intl (FNDF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p500 Etf (IVV)
Fs Kkr Capital Corp (FSK)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Amazon (AMZN)

View all positions for Maia Wealth

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