Kowal Investment Group, 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
Kowal Investment Group, LLC ownership history of ZACKS TRUST
ValueSharesWeighting
Q3 2023$1,725,007
+6.7%
71,821
+11.1%
0.47%
+7.9%
Q2 2023$1,616,731
+11.6%
64,626
+5.8%
0.43%
+5.4%
Q1 2023$1,448,043
+74.9%
61,073
+70.4%
0.41%
+66.0%
Q4 2022$828,01635,8360.25%
Other shareholders
ZACKS TRUST shareholders Q1 2023
NameSharesValueWeighting ↓
Wayfinding Financial, LLC 374,748$8,8856.76%
WESPAC Advisors SoCal, LLC 58,516$1,387,4140.48%
Kowal Investment Group, LLC 61,073$1,448,0430.41%
Accurate Wealth Management, LLC 39,446$937,7140.32%
Castle Rock Wealth Management, LLC 33,604$801,0620.29%
Advisory Services Network, LLC 153,858$3,647,9730.10%
Avior Wealth Management, LLC 46,948$1,113,1390.08%
Raleigh Capital Management Inc. 2,620$62,1200.03%
Private Advisor Group, LLC 77,118$1,828,4640.02%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0$00.00%
View complete list of ZACKS TRUST shareholders