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Zacks Trust shares owned by Prosperity Financial Group

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

Historical chart of Prosperity Financial Group investment in Zacks Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Zacks Trust by Prosperity Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0M 53k 37.35
2025-06-30 $1.8M 53k 33.89
2025-03-31 $1.6M 54k 30.26
2024-12-31 $3.5M 104k 33.18
2024-09-30 $3.3M 100k 33.10

More positions owned by Prosperity Financial Group

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Putnam Etf Trust Focused Lar Cap (PVAL)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)
Putnam Etf Trust Focsd Larcp Gwt (PGRO)
Pgim Etf Tr Jennison Foc Gwt (PJFG)
Proshares Tr S&p 500 High Inc (ISPY)
First Tr Exchange-traded Indxx Aerospace (MISL)
First Tr Exchange Traded Rba Indl Etf (AIRR)
Palantir Technologies Cl A (PLTR)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Broadcom (AVGO)

View all positions for Prosperity Financial Group

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