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Zacks Trust shares owned by Sanchez Wealth Management Group

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

Historical chart of Sanchez Wealth Management Group investment in Zacks Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Zacks Trust by Sanchez Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.1M 191k 37.35
2025-06-30 $6.2M 184k 33.89
2025-03-31 $5.4M 179k 30.26

More positions owned by Sanchez Wealth Management Group

John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Core S&p500 Etf (IVV)
Pimco Etf Tr Multisector Bd (PYLD)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Wisdomtree Tr Floatng Rat Trea (USFR)

View all positions for Sanchez Wealth Management Group

Top funds holding Zacks Trust

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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