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QUIZQUIZ
3 quarters

Position history for Creative PlanningCreative Planning's holdings in ZACKS TRUST

Creative Planning holds 21,054 shares of QUIZ (ZACKS TRUST), worth $567,604 as of 2026-Q1. The position was decreased (-10.5% shares). QUIZ represents 0.0% of Creative Planning's portfolio.

Current Value

$567,604

Current Shares

21,054

Total Value Change

-$406,063

Total Shares Change

-17,530

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
21,054
-10.5%
$567,6040.0%$27.90
0
2025-Q4
Decreased
23,517
-39.0%
$623,7480.0%$26.65
0
2025-Q3
New
38,584
-
$973,6670.0%$25.09
35

Other major holders of QUIZ: ZACKS INVESTMENT MANAGEMENT, AXXCESS WEALTH MANAGEMENT, LLC, JANE STREET GROUP, LLC

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