ZACKS TRUST's ticker is and the CUSIP is 98888G105. A total of 5 filers reported holding ZACKS TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,732,904 | +2.0% | 238,689 | +6.3% | 0.15% | +2.7% |
| Q2 2023 | $5,618,795 | +54.0% | 224,600 | +46.0% | 0.15% | +48.5% |
| Q1 2023 | $3,647,973 | +9.2% | 153,858 | +6.4% | 0.10% | -1.0% |
| Q4 2022 | $3,340,530 | +1.2% | 144,576 | -6.8% | 0.10% | -12.8% |
| Q3 2022 | $3,302,000 | +7.6% | 155,088 | +12.9% | 0.12% | +11.4% |
| Q2 2022 | $3,068,000 | +58.3% | 137,323 | +81.1% | 0.10% | +84.2% |
| Q1 2022 | $1,938,000 | +7.8% | 75,813 | +13.6% | 0.06% | +9.6% |
| Q4 2021 | $1,797,000 | – | 66,749 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wayfinding Financial, LLC | 374,748 | $8,885 | 6.76% |
| WESPAC Advisors SoCal, LLC | 58,516 | $1,387,414 | 0.48% |
| Kowal Investment Group, LLC | 61,073 | $1,448,043 | 0.41% |
| Accurate Wealth Management, LLC | 39,446 | $937,714 | 0.32% |
| Castle Rock Wealth Management, LLC | 33,604 | $801,062 | 0.29% |
| Advisory Services Network, LLC | 153,858 | $3,647,973 | 0.10% |
| Avior Wealth Management, LLC | 46,948 | $1,113,139 | 0.08% |
| Raleigh Capital Management Inc. | 2,620 | $62,120 | 0.03% |
| Private Advisor Group, LLC | 77,118 | $1,828,464 | 0.02% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% |