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Zacks Trust shares owned by Stirlingshire Investments

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

Historical chart of Stirlingshire Investments investment in Zacks Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Zacks Trust by Stirlingshire Investments

Quarter filed Position value Share count Share price at filing
2026-03-31 $685k 19k 37.07

More positions owned by Stirlingshire Investments

Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Spdr Series Trust State Street Spd (CWB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr Series Trust State Street Spd (BIL)
Apple (AAPL)
Zacks Trust Earngs Constant (ZECP)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Tidal Trust Ii Defiance Nasdaq (QQQY)
Spdr Series Trust State Street Spd (SPYM)

View all positions for Stirlingshire Investments

Top funds holding Zacks Trust

Nelson, Van Denburg & Campbell Wealth Management
TRUE Private Wealth Advisors
Change Path
GeoWealth Management
Sanchez Wealth Management Group
Envestnet Asset Management
Continental Investors Services
Branch Banking & Trust Company
Wayfinding Financial
Koshinski Asset Management
Arete Wealth Advisors
LPL Financial
Advisory Services Network
Strategic Blueprint
M1 Capital Management

View all funds holding Zacks Trust