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
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Quarterly reported holdings in Zacks Trust by Balboa Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 50k | 37.35 |
| 2025-06-30 | $1.9M | 55k | 33.89 |
| 2025-03-31 | $1.5M | 49k | 30.26 |
| 2024-12-31 | $2.0M | 61k | 33.18 |
| 2024-09-30 | $1.4M | 42k | 33.10 |
| 2024-06-30 | $1.2M | 39k | 30.49 |