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Zacks Trust shares owned by TRUE Private Wealth Advisors

Quarter-by-quarter ownership of Zacks Trust (SMIZ) shares owned by TRUE Private Wealth Advisors from 13F filings

Historical chart of TRUE Private Wealth Advisors investment in Zacks Trust

Tip: Access up to 7 years of quarterly data

All positions including Zacks Trust held by TRUE Private Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Zacks Trust by TRUE Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $19M 583k 33.10
2024-06-30 $13M 434k 30.49

More positions owned by TRUE Private Wealth Advisors

Ishares Tr Core Msci Total (IXUS)
Ishares Tr Agency Bond Etf (AGZ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Fltg Rate Nt Etf (FLOT)
First Tr Morningstar Divid L SHS (FDL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Zacks Trust Small/mid Cap (SMIZ)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Msci Emrg Chn (EMXC)
Vaneck Etf Trust Clo Etf (CLOI)

View all positions for TRUE Private Wealth Advisors

Top funds holding Zacks Trust

TRUE Private Wealth Advisors
Nelson, Van Denburg & Campbell Wealth Management
Wayfinding Financial
Kowal Investment Group
Change Path
Axxcess Wealth Management
Arete Wealth Advisors
Strategic Blueprint
Balboa Wealth Partners
Advisory Services Network
Cambridge Investment Research Advisors
Continental Investors Services
LifePro Asset Management
CoreCap Advisors
Eqis Capital Management

View all funds holding Zacks Trust