Kowal Investment Group, 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
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 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