Who owns ZACKS TRUST?
- Ticker: ZECP
- CUSIP Number: 98888g105
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Analyze quarterly positions in Zacks Trust with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Zacks Trust stock
Who bought or sold ZACKS TRUST this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Menard Financial Group | 1.2M | $35M | 3% | Dec 2024 |
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| Advisory Services Network | 1.0M | $32M | 40% | Dec 2024 |
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| Kowal Investment Group | 488k | $15M | 53% | Sep 2024 |
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| Arete Wealth Advisors | 301k | $9.2M | 16% | Dec 2024 |
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| Axxcess Wealth Management | 283k | $8.6M | 2% | Dec 2024 |
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| Change Path | 214k | $6.5M | 24% | Dec 2024 |
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| TRUE Private Wealth Advisors | 181k | $5.5M | 100% | Dec 2024 |
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| Strategic Blueprint | 176k | $5.4M | 17% | Dec 2024 |
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| Balboa Wealth Partners | 174k | $5.3M | 52% | Dec 2024 |
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| Wayfinding Financial | 149k | $4.6M | -2% | Sep 2024 |
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| Virtue Capital Management | 109k | $3.3M | 2% | Dec 2024 |
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| Discipline Wealth Solutions | 92k | $2.8M | 100% | Dec 2024 |
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| Continental Investors Services | 83k | $2.6M | 16% | Dec 2024 |
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| Cambridge Investment Research Advisors | 68k | $2.1M | 9% | Dec 2024 |
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| Gts Securities | 68k | $2.1M | 100% | Dec 2024 |
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| Private Advisor | 61k | $1.9M | -3% | Dec 2024 |
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| LifePro Asset Management | 58k | $1.8M | 15% | Sep 2024 |
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| Paragon Private Wealth Management | 39k | $1.2M | 224% | Dec 2024 |
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| Eqis Capital Management | 32k | $967k | -5% | Dec 2024 |
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| Ignite Planners | 29k | $886k | 50% | Dec 2024 |
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| Atria Investments | 26k | $787k | 14% | Dec 2024 |
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| Axiom Financial Strategies | 23k | $694k | 0% | Dec 2024 |
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| Unique Wealth | 19k | $581k | 100% | Dec 2024 |
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| Empirical Asset Management | 19k | $578k | 80% | Dec 2024 |
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| LPL Financial | 16k | $496k | 13% | Dec 2024 |
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| Ethos Financial Group | 15k | $448k | 1% | Dec 2024 |
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| Kingswood Wealth Advisors | 15k | $444k | -5% | Dec 2024 |
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| Heritage Wealth Partners | 14k | $434k | 69% | Dec 2024 |
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| Koshinski Asset Management | 14k | $429k | 113% | Dec 2024 |
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| Susquehanna International | 13k | $404k | -55% | Dec 2024 |
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| Onyx Bridge Wealth Group | 9.9k | $301k | 33% | Dec 2024 |
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| Raleigh Capital Management | 2.4k | $73k | 0% | Dec 2024 |
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| UBS Group | 1.3k | $39k | 100% | Dec 2024 |
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| Retirement Wealth Solutions | 1.1k | $34k | 100% | Dec 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 786.00 | $24k | -78% | Dec 2024 |
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| Harbour Investments | 400.00 | $12k | 100% | Dec 2024 |
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| IFP Advisors | 154.00 | $4.7k | 100% | Dec 2024 |
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| DHJJ Financial Advisors | 25.00 | $762.000000 | 56% | Dec 2024 |
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Who sold out of Zacks Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Accurate Wealth Management | Sep 2024 | 181k | $5.6M |
| Citadel Advisors | Sep 2024 | 29k | $891k |
| Old Mission Capital | Sep 2024 | 10k | $309k |