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Allworth Financial’s The Acquirers Fund ZIG Stock Holding History

Allworth Financial’s Portfolio ZIG Stock Details ZIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$50.5K Hold
1,290
– – ﹤0.01% 2473
2026
Q1 		$50.2K Buy
+1,290
New +$49.8K ﹤0.01% 2327

Other funds holding ZIG

TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return
SA
SRH Advisors Salina, Kansas $392M AUM 18.62% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $21.7B AUM 41.93% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Allworth Financial's ZIG Position: Q2 2026 in Review

Allworth Financial held its The Acquirers Fund (ZIG) position steady in Q2 2026 at 1,290 shares worth $50.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2473.

Allworth Financial first reported a position in ZIG in Q1 2026 and has held it in 2 quarters since. 11 funds tracked by Wall St. Rank hold ZIG as of Q2 2026.

  • Allworth Financial held 1,290 shares of The Acquirers Fund worth $50.5K as of Q2 2026.
  • Allworth Financial left its The Acquirers Fund share count unchanged in Q2 2026.
  • The Acquirers Fund made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2473 holding.
  • Allworth Financial first reported a position in The Acquirers Fund in Q1 2026 and has held it in 2 quarters since.
  • 11 funds tracked by Wall St. Rank held The Acquirers Fund as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.