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Zacks Trust shares owned by UBS Group

Quarter-by-quarter ownership of Zacks Trust (ZECP) shares owned by UBS Group from 13F filings

Historical chart of UBS Group investment in Zacks Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Zacks Trust by UBS Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.9k 175 28.10
2023-12-31 $5.2k 199 26.12
2023-06-30 $22k 863 25.02
2022-12-31 $48k 2.1k 23.11
2022-06-30 $11k 500 22.00

More positions owned by UBS Group

Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Microsoft Corporation Call Option (MSFT)
Apple Call Option (AAPL)
NVIDIA Corporation Call Option (NVDA)
Ishares Tr Russell 2000 Etf Call Option (IWM)
Invesco Qqq Tr Unit Ser 1 Call Option (QQQ)
Amazon Call Option (AMZN)
Ubs Group SHS Call Option (UBS)
JPMorgan Chase & Co. Call Option (JPM)
Alphabet Cap Stk Cl A Call Option (GOOGL)
Meta Platforms Cl A Call Option (META)
Broadcom Call Option (AVGO)
Visa Com Cl A Call Option (V)
Alphabet Cap Stk Cl C Call Option (GOOG)
UnitedHealth Call Option (UNH)

View all positions for UBS Group

Top funds holding Zacks Trust

Advisory Services Network
Arete Wealth Advisors
Accurate Wealth Management
Wayfinding Financial
Virtue Capital Management
Kowal Investment Group
Private Advisor
LifePro Asset Management
Continental Investors Services
Eqis Capital Management
Ignite Planners
Ethos Financial Group
Susquehanna International
LPL Financial
Nelson, Van Denburg & Campbell Wealth Management

View all funds holding Zacks Trust