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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
2023-12-31 $3.4M 130k 26.12

More positions owned by Arete Wealth Advisors

Abbvie (ABBV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Apple (AAPL)
Disney Walt Com Disney (DIS)
Abbott Laboratories (ABT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Fs Kkr Capital Corp (FSK)
Spdr Gold Trust Gold Shs (GLD)
Spdr Ser Tr Spdr Bloomberg (BIL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Ishares Tr Shrt Trs Bd Etf (SHV)

View all positions for Arete Wealth Advisors

Top funds holding Zacks Trust

Advisory Services Network
Wayfinding Financial
Accurate Wealth Management
Arete Wealth Advisors
Kowal Investment Group
Private Advisor
LifePro Asset Management
Ethos Financial Group
Ignite Planners
Gts Securities
Nelson, Van Denburg & Campbell Wealth Management
Raleigh Capital Management
Harbour Investments
UBS Group
DHJJ Financial Advisors

View all funds holding Zacks Trust