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Zacks Trust shares owned by Axxcess Wealth Management

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

Historical chart of Axxcess Wealth Management investment in Zacks Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Zacks Trust by Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $8.5M 294k 28.85

More positions owned by Axxcess Wealth Management

Vanguard Index Fds Large Cap Etf (VV)
Servicenow (NOW)
Ishares Tr Core Us Aggbd Et (AGG)
Apple Put Put Option (Principal)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Intl (IDEV)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Mid Cap Etf (VO)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr TRS FLT RT BD (TFLO)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)
NVIDIA Corporation (NVDA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)

View all positions for Axxcess Wealth Management

Top funds holding Zacks Trust

Menard Financial Group
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Balboa Wealth Partners
Continental Investors Services
Change Path
Private Advisor
LifePro Asset Management
Goldman Sachs Group
Eqis Capital Management
Atria Investments
Ignite Planners

View all funds holding Zacks Trust