GeoWealth Management
PRIZ icon

GeoWealth Management’s Zacks Preferred Income ETF PRIZ Stock Holding History

GeoWealth Management’s Portfolio PRIZ Stock Details PRIZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$609K Buy
+24,742
New +$621K 0.02% 463

Other funds holding PRIZ

Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $323M AUM 17.08% 1-Year Est. Return
Arax Advisory Partners
Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
Compass Financial Management
Compass Financial Management Tampa, Florida $926M AUM
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GK Wealth Management
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

GeoWealth Management's PRIZ Position: Q3 2026 in Review

GeoWealth Management opened a new position in Zacks Preferred Income ETF (PRIZ) in Q3 2026: 24,742 shares worth $609K. The stake represents 0.02% of the portfolio and ranks #463 among its holdings.

10 funds tracked by Wall St. Rank hold PRIZ as of Q3 2026.

  • GeoWealth Management held 24,742 shares of Zacks Preferred Income ETF worth $609K as of Q3 2026.
  • Zacks Preferred Income ETF was a new GeoWealth Management position in Q3 2026.
  • Zacks Preferred Income ETF made up 0.02% of GeoWealth Management's portfolio in Q3 2026, its #463 holding.
  • 10 funds tracked by Wall St. Rank held Zacks Preferred Income ETF as of Q3 2026.

Based on GeoWealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.