Zacks Trust shares owned by Balboa Wealth Partners
Quarter-by-quarter ownership of Zacks Trust (ZECP) 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 |
|---|---|---|---|
| 2025-12-31 | $5.8M | 166k | 34.76 |
| 2025-09-30 | $4.9M | 145k | 33.62 |
| 2025-06-30 | $5.2M | 162k | 31.91 |
| 2025-03-31 | $4.3M | 143k | 30.09 |
| 2024-12-31 | $5.3M | 174k | 30.45 |
| 2024-09-30 | $3.5M | 115k | 30.84 |
| 2024-06-30 | $3.0M | 105k | 28.85 |