Castle Rock Wealth Management, LLC - ZACKS TRUST ownership

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
Castle Rock Wealth Management, LLC ownership history of ZACKS TRUST
ValueSharesWeighting
Q3 2023$847,387
+2.2%
35,487
+6.7%
0.28%
+0.4%
Q2 2023$829,190
+3.5%
33,245
-1.1%
0.28%
-1.0%
Q1 2023$801,06233,6040.29%
Other shareholders
ZACKS TRUST shareholders Q1 2023
NameSharesValueWeighting ↓
Menard Financial Group LLC 1,163,044$33,553,81923.94%
CONTINENTAL INVESTORS SERVICES, INC. 69,940$2,017,7694.49%
Wayfinding Financial, LLC 150,878$4,3522.45%
Accurate Wealth Management, LLC 295,856$8,781,0062.11%
Kowal Investment Group, LLC 318,873$9,199,4861.84%
LifePro Asset Management 50,485$1,456,4921.04%
Arete Wealth Advisors, LLC 420,677$12,1491.00%
Balboa Wealth Partners 104,864$3,025,3260.80%
Virtue Capital Management, LLC 111,749$3,312,0060.57%
Advisory Services Network, LLC 740,806$21,372,2440.44%
View complete list of ZACKS TRUST shareholders