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Zacks Trust shares owned by Latitude Advisors

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

Historical chart of Latitude Advisors investment in Zacks Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Zacks Trust by Latitude Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $412k 12k 34.76

More positions owned by Latitude Advisors

Advisors Inner Circle Fd Ii Pmv Adaptive Rsk (ARP)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Gold Tr Gold Shs (GLD)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Spdr Series Trust State Street Spd (SPYM)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Microsoft Corporation (MSFT)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Apple (AAPL)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Tyler Technologies (TYL)

View all positions for Latitude Advisors

Top funds holding Zacks Trust

Advisory Services Network
Menard Financial Group
Change Path
GeoWealth Management
Koshinski Asset Management
Continental Investors Services
TRUE Private Wealth Advisors
Arete Wealth Advisors
Strategic Blueprint
Balboa Wealth Partners
Wayfinding Financial
Navigation Wealth Management
M1 Capital Management
Axxcess Wealth Management
Virtue Capital Management

View all funds holding Zacks Trust