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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
2025-09-30 $22M 595k 37.35
2025-06-30 $23M 673k 33.89
2025-03-31 $19M 610k 30.26
2024-12-31 $22M 651k 33.18
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 Ibonds 27 Trm Ts (IBTH)
Ishares Tr Ibonds Oct 2028 (IBIE)
Ishares Tr Ibonds 29 Trm Ts (IBTJ)
Ishares Tr Ibonds Dec 2031 (IBTL)
Ishares Tr Ibonds Oct 2030 (IBIG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Msci Euro (IEUR)
First Tr Exchange-traded SHS (FDL)
Apple (AAPL)
Zacks Trust Small/mid Cap (SMIZ)
Barclays Bank Ipath S&p 500 Sh (VXX)
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)

View all positions for TRUE Private Wealth Advisors

Top funds holding Zacks Trust

Nelson, Van Denburg & Campbell Wealth Management
TRUE Private Wealth Advisors
Change Path
Sanchez Wealth Management Group
von Borstel & Associates
Wayfinding Financial
Arete Wealth Advisors
Advisory Services Network
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