Who owns ZACKS TRUST?

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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
Advisory Services Network 385k $10M 61% Dec 2023
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Wayfinding Financial 343k $9.0M -2% Dec 2023
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Accurate Wealth Management 294k $7.7M 0% Dec 2023
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Arete Wealth Advisors 130k $3.4M 100% Dec 2023
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Kowal Investment Group 123k $3.5M 35% Mar 2024
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Private Advisor 75k $1.9M -3% Dec 2023
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LifePro Asset Management 49k $1.3M 14% Dec 2023
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Ethos Financial Group 19k $506k 0% Dec 2023
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Ignite Planners 15k $426k 40% Mar 2024
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Nelson, Van Denburg & Campbell Wealth Management 11k $283k -86% Dec 2023
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Gts Securities 7.9k $206k 100% Dec 2023
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Raleigh Capital Management 2.6k $69k 1% Dec 2023
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Harbour Investments 400.00 $10k 100% Dec 2023
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UBS Group 199.00 $5.2k 100% Dec 2023
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DHJJ Financial Advisors 2.00 $57.000000 100% Mar 2024
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Who sold out of Zacks Trust?

Fund or Company Name Date Sold Shares Held Valued At
Zacks Investment Management Sep 2023 975k $23M
Castle Rock Wealth Management Sep 2023 36k $847k
Citadel Advisors Sep 2023 20k $488k