Zacks Trust shares owned by Nelson, Van Denburg & Campbell Wealth Management
Quarter-by-quarter ownership of Zacks Trust (SMIZ) shares owned by Nelson, Van Denburg & Campbell Wealth Management
from 13F filings
Historical chart of Nelson, Van Denburg & Campbell Wealth Management investment in Zacks Trust
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Quarterly reported holdings in Zacks Trust by Nelson, Van Denburg & Campbell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $26M | 703k | 37.35 |
| 2025-06-30 | $24M | 699k | 33.89 |
| 2025-03-31 | $19M | 639k | 30.26 |
| 2024-12-31 | $19M | 561k | 33.18 |
| 2024-09-30 | $14M | 411k | 33.08 |
| 2024-06-30 | $11M | 366k | 30.49 |
| 2024-03-31 | $6.3M | 199k | 31.64 |
More positions owned by Nelson, Van Denburg & Campbell Wealth Management
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