Zacks Trust shares owned by Kowal Investment Group
Quarter-by-quarter ownership of Zacks Trust (ZECP) shares owned by Kowal Investment Group
from 13F filings
Historical chart of Kowal Investment Group investment in Zacks Trust
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All positions including Zacks Trust held by Kowal Investment Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Zacks Trust by Kowal Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $15M | 488k | 30.84 |
| 2024-06-30 | $9.2M | 319k | 28.85 |
| 2024-03-31 | $3.5M | 123k | 28.10 |
| 2023-12-31 | $2.4M | 91k | 26.12 |
| 2023-09-30 | $1.7M | 72k | 24.02 |
| 2023-06-30 | $1.6M | 65k | 25.02 |
| 2023-03-31 | $1.4M | 61k | 23.71 |
| 2022-12-31 | $828k | 36k | 23.11 |