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Zacks Trust shares owned by Balboa Wealth Partners

Quarter-by-quarter ownership of Zacks Trust (SMIZ) shares owned by Balboa Wealth Partners from 13F filings

Historical chart of Balboa Wealth Partners investment in Zacks Trust

Tip: Access up to 7 years of quarterly data

All positions including Zacks Trust held by Balboa Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Zacks Trust by Balboa Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 42k 33.10
2024-06-30 $1.2M 39k 30.49

More positions owned by Balboa Wealth Partners

NVIDIA Corporation (NVDA)
Tesla Motors (TSLA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Advanced Micro Devices (AMD)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl C (GOOG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Large Cap Max Bu
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Costco Wholesale Corporation (COST)

View all positions for Balboa Wealth Partners

Top funds holding Zacks Trust

TRUE Private Wealth Advisors
Nelson, Van Denburg & Campbell Wealth Management
Wayfinding Financial
Kowal Investment Group
Change Path
Axxcess Wealth Management
Arete Wealth Advisors
Strategic Blueprint
Balboa Wealth Partners
Advisory Services Network
Cambridge Investment Research Advisors
Continental Investors Services
LifePro Asset Management
CoreCap Advisors
Eqis Capital Management

View all funds holding Zacks Trust