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Zacks Trust shares owned by Advisory Advocates

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

Historical chart of Advisory Advocates investment in Zacks Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Zacks Trust by Advisory Advocates

Quarter filed Position value Share count Share price at filing
2026-06-30 $578k 15k 37.74
2025-12-31 $1.4M 40k 34.76

More positions owned by Advisory Advocates

Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchange-traded Ft Vest Smid (SDVD)
Columbia Seligm Prem Tech Gr (STK)
First Tr Exchange-traded Ft Vest Ris (RDVI)
Nuveen Equity Premium and Growth Fund (SPXX)
Adams Express Company (ADX)
Cohen & Steers infrastucture Fund (UTF)
Vanguard World Inf Tech Etf (VGT)
Eaton Vance Tax Managed Buy Write Opport (ETV)
Apple (AAPL)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
The Alger Etf Trust Mid Cap 40 Etf (FRTY)
Royce Value Trust (RVT)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)

View all positions for Advisory Advocates

Top funds holding Zacks Trust

Advisory Services Network
GeoWealth Management
Menard Financial Group
Continental Investors Services
Koshinski Asset Management
Strive Financial Group
Arete Wealth Advisors
TRUE Private Wealth Advisors
LPL Financial
Balboa Wealth Partners
Navigation Wealth Management
Strategic Blueprint
Virtue Capital Management
M1 Capital Management
Farther Finance Advisors

View all funds holding Zacks Trust