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Zacks Trust shares owned by Change Path

Quarter-by-quarter ownership of Zacks Trust (ZECP) shares owned by Change Path from 13F filings

Historical chart of Change Path investment in Zacks Trust

Tip: Access up to 7 years of quarterly data

All positions including Zacks Trust held by Change Path consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Zacks Trust by Change Path

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.3M 172k 30.84
2024-06-30 $2.0M 70k 28.85

More positions owned by Change Path

Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Advisorshares Tr Star Glob Buyw (VEGA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Change Path

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