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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $8,781,006 | +28.3% | 295,856 | +16.0% | 2.11% | +5.4% |
| Q1 2024 | $6,841,972 | -11.2% | 255,012 | -13.3% | 2.00% | -16.6% |
| Q4 2023 | $7,706,991 | +6.9% | 294,142 | -0.0% | 2.40% | +5.9% |
| Q3 2023 | $7,212,813 | +65.7% | 294,218 | +70.1% | 2.26% | +66.6% |
| Q2 2023 | $4,352,925 | +364.2% | 172,941 | +338.4% | 1.36% | +320.4% |
| Q1 2023 | $937,714 | +712.3% | 39,446 | +696.2% | 0.32% | +669.0% |
| Q4 2022 | $115,438 | – | 4,954 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Menard Financial Group LLC | 1,163,044 | $33,553,819 | 23.94% |
| CONTINENTAL INVESTORS SERVICES, INC. | 69,940 | $2,017,769 | 4.49% |
| Wayfinding Financial, LLC | 150,878 | $4,352 | 2.45% |
| Accurate Wealth Management, LLC | 295,856 | $8,781,006 | 2.11% |
| Kowal Investment Group, LLC | 318,873 | $9,199,486 | 1.84% |
| LifePro Asset Management | 50,485 | $1,456,492 | 1.04% |
| Arete Wealth Advisors, LLC | 420,677 | $12,149 | 1.00% |
| Balboa Wealth Partners | 104,864 | $3,025,326 | 0.80% |
| Virtue Capital Management, LLC | 111,749 | $3,312,006 | 0.57% |
| Advisory Services Network, LLC | 740,806 | $21,372,244 | 0.44% |