Carter Financial Group »

Zacks Trust shares owned by Carter Financial Group

Quarter-by-quarter ownership of Zacks Trust (ZECP) shares owned by Carter Financial Group from 13F filings

Historical chart of Carter Financial Group investment in Zacks Trust

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All positions including Zacks Trust held by Carter Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Zacks Trust by Carter Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.3M 38k 35.04
2025-09-30 $1.5M 45k 33.62
2025-06-30 $1.5M 47k 31.91

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