WESPAC Advisors SoCal, LLC - ZACKS TRUST ownership

ZACKS TRUST's ticker is and the CUSIP is 98888G105. A total of 16 filers reported holding ZACKS TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 2.2%.

Quarter-by-quarter ownership
WESPAC Advisors SoCal, LLC ownership history of ZACKS TRUST
ValueSharesWeighting
Q2 2023$1,376,480
-0.8%
55,022
-6.0%
0.47%
-1.7%
Q1 2023$1,387,414
+2.7%
58,516
+0.1%
0.48%
-4.6%
Q4 2022$1,350,99058,4700.50%
Other shareholders
ZACKS TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
Menard Financial Group LLC 649,535$15,600,72722.55%
Wayfinding Financial, LLC 349,285$8,3836.34%
Accurate Wealth Management, LLC 294,218$7,212,8132.26%
CONTINENTAL INVESTORS SERVICES, INC. 19,184$460,7671.40%
LifePro Asset Management 42,826$1,028,6080.85%
Kowal Investment Group, LLC 71,821$1,725,0070.47%
ZACKS INVESTMENT MANAGEMENT 975,430$23,428,3140.30%
Castle Rock Wealth Management, LLC 35,487$847,3870.28%
Advisory Services Network, LLC 238,689$5,732,9040.15%
Avior Wealth Management, LLC 78,159$1,877,2480.13%
View complete list of ZACKS TRUST shareholders