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Zacks Trust shares owned by Unique Wealth

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

Historical chart of Unique Wealth investment in Zacks Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Zacks Trust by Unique Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $455k 12k 37.35
2025-06-30 $412k 12k 33.89
2025-03-31 $308k 10k 30.26
2024-12-31 $228k 6.9k 33.18

More positions owned by Unique Wealth

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core Us Aggbd Et (AGG)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Trimtabs Etf Tr Fcf Us Qlty Etf (ABFL)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Ishares Tr National Mun Etf (MUB)
Tcw Etf Trust Transform System (PWRD)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Msci Acwi Etf (ACWI)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Unique Wealth

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