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Zacks Trust shares owned by Arete Wealth Advisors

Quarter-by-quarter ownership of Zacks Trust (ZECP) shares owned by Arete Wealth Advisors from 13F filings

Historical chart of Arete Wealth Advisors investment in Zacks Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Zacks Trust by Arete Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $9.2M 301k 30.46
2024-09-30 $7.9M 259k 30.70
2024-03-31 $9.9M 352k 28.10
2023-12-31 $3.4M 130k 26.12

More positions owned by Arete Wealth Advisors

Berkshire Hathaway Inc Del Cl A (BRK.A)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Walt Disney Company (DIS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Amazon (AMZN)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Microsoft Corporation (MSFT)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Arete Wealth Advisors

Top funds holding Zacks Trust

Menard Financial Group
Advisory Services Network
Kowal Investment Group
Arete Wealth Advisors
Axxcess Wealth Management
Change Path
TRUE Private Wealth Advisors
Strategic Blueprint
Balboa Wealth Partners
Wayfinding Financial
Virtue Capital Management
Discipline Wealth Solutions
Continental Investors Services
Cambridge Investment Research Advisors
Gts Securities

View all funds holding Zacks Trust