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Zacks Trust shares owned by Wayfinding Financial

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

Historical chart of Wayfinding Financial investment in Zacks Trust

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

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Quarterly reported holdings in Zacks Trust by Wayfinding Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.7M 143k 33.10
2024-06-30 $4.4M 144k 30.49
2024-03-31 $4.4M 144k 30.50

More positions owned by Wayfinding Financial

Microsoft Corp Stock (MSFT)
Spdr Portfolio Int Term Corp Stock (SPIB)
Ishares Core S&p 500 Stock (IVV)
Nvidia Corporation Stock (NVDA)
Apple Stock (AAPL)
Vanguard Total Intl Stock (VXUS)
Ishares Core U.s. Agg Bond Stock (AGG)
Zacks Small/mid Cap Stock (SMIZ)
Zacks Earnings Consistent Port Stock (ZECP)
Vaneck Clo Stock (CLOI)
Jpm Betabuilders U.s. Equity Stock (BBUS)
Capital Group U.s. Multi-sector Stock (CGMS)
Ishares Mbs Stock (MBB)
Utilities Select Sector Spdr Fund Stock (XLU)
Wisdomtree Enhd Mody Stgy Stock (GCC)

View all positions for Wayfinding Financial

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