ZACKS TRUST's ticker is and the CUSIP is 98888G105. A total of 11 filers reported holding ZACKS TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $21,372,244 | +37.0% | 740,806 | +33.5% | 0.44% | +27.7% |
| Q1 2024 | $15,597,767 | +55.0% | 555,081 | +44.1% | 0.35% | +40.7% |
| Q4 2023 | $10,060,170 | +75.5% | 385,152 | +61.4% | 0.25% | +59.7% |
| 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 ↓ |
|---|---|---|---|
| Menard Financial Group LLC | 1,163,044 | $33,553,819 | 23.94% |
| CONTINENTAL INVESTORS SERVICES, INC. | 69,940 | $2,017,769 | 4.49% |
| Wayfinding Financial, LLC | 150,878 | $4,352 | 2.45% |
| Accurate Wealth Management, LLC | 295,856 | $8,781,006 | 2.11% |
| Kowal Investment Group, LLC | 318,873 | $9,199,486 | 1.84% |
| LifePro Asset Management | 50,485 | $1,456,492 | 1.04% |
| Arete Wealth Advisors, LLC | 420,677 | $12,149 | 1.00% |
| Balboa Wealth Partners | 104,864 | $3,025,326 | 0.80% |
| Virtue Capital Management, LLC | 111,749 | $3,312,006 | 0.57% |
| Advisory Services Network, LLC | 740,806 | $21,372,244 | 0.44% |