Creative Planning »

Zacks Trust shares owned by Creative Planning

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

Historical chart of Creative Planning investment in Zacks Trust

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Zacks Trust by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.7M 170k 33.62
2025-06-30 $13M 412k 31.91
2025-03-31 $37M 1.2M 30.09

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Portfolio S&p400 (SPMD)
Ishares Core Msci Emkt (IEMG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Creative Planning

Top funds holding Zacks Trust

Advisory Services Network
Menard Financial Group
Change Path
TRUE Private Wealth Advisors
Arete Wealth Advisors
Continental Investors Services
Creative Planning
Strategic Blueprint
Wayfinding Financial
von Borstel & Associates
Navigation Wealth Management
Balboa Wealth Partners
Axxcess Wealth Management
M1 Capital Management
Virtue Capital Management

View all funds holding Zacks Trust