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Zacks Trust shares owned by Strive Financial Group

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

Historical chart of Strive Financial Group investment in Zacks Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Zacks Trust by Strive Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.7M 45k 37.07
2025-12-31 $1.5M 41k 36.99

More positions owned by Strive Financial Group

Call Nvidia Corp $150 Exp 05/15/26 Option Equity Call Option (NVDA)
Call Eli Lilly And Co $800 Exp 05/15/26 Option Equity Call Option (LLY)
Call Alphabet Inc $315 Exp 05/15/26 Option Equity Call Option (GOOG)
Call Taiwan Semiconducto$270 Exp 07/17/26 Option Equity Call Option (TSM)
Vanguard S&p 500 Etf Uit Exchange Traded (VOO)
Ishares Core Msci Eafe Etf Uit Exchange Traded (IEFA)
Vanguard Mid-cap Index Fund Etf Shares Uit Exchange Traded (VO)
Call Amazon.com Inc $217.5 Exp 04/17/26 Option Equity Call Option (AMZN)
Apple Common Stock (AAPL)
Call C H Robinson Worldw$135 Exp 08/21/26 Option Equity Call Option (CHRW)
Meta Platforms Inc Class Class A Common Stock (META)
Alphabet Inc Class Class A Common Stock (GOOGL)
Call The Coca-cola Co $70 Exp 04/17/26 Option Equity Call Option (KO)
Ishares Core U.s. Aggregate Bond Etf Uit Exchange Traded (AGG)
Call Donaldson Inc $80 Exp 05/15/26 Option Equity Call Option (DCI)

View all positions for Strive Financial Group

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