Zacks Trust shares owned by Sanctuary Advisors
Quarter-by-quarter ownership of Zacks Trust (SMIZ) shares owned by Sanctuary Advisors
from 13F filings
Historical chart of Sanctuary Advisors investment in Zacks Trust
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Quarterly reported holdings in Zacks Trust by Sanctuary Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $688k | 19k | 36.99 |
| 2025-09-30 | $616k | 17k | 37.35 |
| 2025-06-30 | $491k | 15k | 33.89 |
| 2025-03-31 | $439k | 15k | 30.26 |
| 2024-12-31 | $391k | 11k | 34.67 |
| 2024-09-30 | $258k | 7.1k | 36.24 |