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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

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Zacks Trust by Balboa Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.5M 115k 30.84
2024-06-30 $3.0M 105k 28.85

More positions owned by Balboa Wealth Partners

NVIDIA Corporation (NVDA)
Tesla Motors (TSLA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Advanced Micro Devices (AMD)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl C (GOOG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Large Cap Max Bu
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Costco Wholesale Corporation (COST)

View all positions for Balboa Wealth Partners

Top funds holding Zacks Trust

Menard Financial Group
Advisory Services Network
Kowal Investment Group
Axxcess Wealth Management
Arete Wealth Advisors
Accurate Wealth Management
Change Path
Strategic Blueprint
Wayfinding Financial
Balboa Wealth Partners
Virtue Capital Management
Continental Investors Services
Private Advisor
Cambridge Investment Research Advisors
LifePro Asset Management

View all funds holding Zacks Trust