ZACKS TRUST's ticker is and the CUSIP is 98888G105. A total of 4 filers reported holding ZACKS TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Menard Financial Group LLC | 649,535 | $15,600,727 | 22.55% |
| Wayfinding Financial, LLC | 349,285 | $8,383 | 6.34% |
| Accurate Wealth Management, LLC | 294,218 | $7,212,813 | 2.26% |
| CONTINENTAL INVESTORS SERVICES, INC. | 19,184 | $460,767 | 1.40% |
| LifePro Asset Management | 42,826 | $1,028,608 | 0.85% |
| Kowal Investment Group, LLC | 71,821 | $1,725,007 | 0.47% |
| ZACKS INVESTMENT MANAGEMENT | 975,430 | $23,428,314 | 0.30% |
| Castle Rock Wealth Management, LLC | 35,487 | $847,387 | 0.28% |
| Advisory Services Network, LLC | 238,689 | $5,732,904 | 0.15% |
| Avior Wealth Management, LLC | 78,159 | $1,877,248 | 0.13% |