LifePro Asset Management - ZACKS TRUST ownership

ZACKS TRUST's ticker is and the CUSIP is 98888G105. A total of 18 filers reported holding ZACKS TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
LifePro Asset Management ownership history of ZACKS TRUST
ValueSharesWeighting
Q2 2024$1,456,492
+10.0%
50,485
+7.1%
1.04%
+19.3%
Q1 2024$1,324,016
+4.1%
47,118
-3.3%
0.88%
-11.1%
Q4 2023$1,272,201
+23.7%
48,706
+13.7%
0.98%
+15.9%
Q3 2023$1,028,608
+26.5%
42,826
+31.8%
0.85%
+35.4%
Q2 2023$812,92432,4950.63%
Other shareholders
ZACKS TRUST shareholders Q2 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