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Zacks Trust shares owned by Wayfinding Financial

Quarter-by-quarter ownership of Zacks Trust (SMIZ) shares owned by Wayfinding Financial from 13F filings

Historical chart of Wayfinding Financial investment in Zacks Trust

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All positions including Zacks Trust held by Wayfinding Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Zacks Trust by Wayfinding Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.4M 144k 30.50

More positions owned by Wayfinding Financial

Microsoft Corp Stock (MSFT)
Ishares Core Sp 500 Stock (IVV)
Spdr Portfolio Intermediate Term Corp Bnd Stock (SPIB)
Nvidia Corporation Stock (NVDA)
Apple Stock (AAPL)
Vanguard Total Intl Stock (VXUS)
Ishares Ibox Investment Grade Bond Stock (LQD)
Zacks Small/mid Cap Stock (SMIZ)
Spdr Portfolio Long Term Corporate Bnd Stock (SPLB)
Zacks Earnings Consistent Portfolio Stock (ZECP)
Ishares Core U.s. Aggregate Bond Stock (AGG)
Costco Whsl Corp Stock (COST)
Capital Group U.s. Multi-sectorome Stock (CGMS)
Wisdomtree Enhancedmodity Stgy Stock (GCC)
Jpmorgan Betabuilders U.s. Equity Stock (BBUS)

View all positions for Wayfinding Financial

Top funds holding Zacks Trust

Nelson, Van Denburg & Campbell Wealth Management
Wayfinding Financial
Arete Wealth Advisors
Kowal Investment Group
Advisory Services Network
LifePro Asset Management
Citadel Advisors
Eqis Capital Management
Continental Investors Services
Ignite Planners
Westside Investment Management
Cornerstone Planning Group
UBS Group

View all funds holding Zacks Trust