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Zacks Trust shares owned by Nelson, Van Denburg & Campbell Wealth Management

Quarter-by-quarter ownership of Zacks Trust (ZECP) shares owned by Nelson, Van Denburg & Campbell Wealth Management from 13F filings

Historical chart of Nelson, Van Denburg & Campbell Wealth Management investment in Zacks Trust

Tip: Access up to 7 years of quarterly data

All positions including Zacks Trust held by Nelson, Van Denburg & Campbell Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Zacks Trust by Nelson, Van Denburg & Campbell Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $99k 3.5k 28.10
2023-12-31 $283k 11k 26.12
2023-09-30 $1.9M 78k 24.02
2023-06-30 $1.6M 64k 25.02
2023-03-31 $1.1M 47k 23.71

More positions owned by Nelson, Van Denburg & Campbell Wealth Management

Ishares Core Dividend Growth Etf Etf (DGRO)
Vanguard Growth Etf Etf (VUG)
Vanguard Index Fds Mid-cap Value Index Viper Shs Etf Etf (VOE)
Vanguard Mid Cap Growth Etf Etf (VOT)
Ishares S&p 500 Index Etf (IVV)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Jpmorgan Active Value Etf Etf (JAVA)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Apple Stock (AAPL)
Vanguard S&p 500 Etf Etf (VOO)
Jpmorgan Active Growth Etf Etf (JGRO)
Spdr Ser Tr Dj Wilshire Small Cap Value Etf Etf (SLYV)
Microsoft Stock (MSFT)
Schwab Us Large Cap Growth Etf Etf (SCHG)
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)

View all positions for Nelson, Van Denburg & Campbell Wealth Management

Top funds holding Zacks Trust

Advisory Services Network
Wayfinding Financial
Accurate Wealth Management
Arete Wealth Advisors
Kowal Investment Group
Private Advisor
LifePro Asset Management
Ethos Financial Group
Ignite Planners
Gts Securities
Nelson, Van Denburg & Campbell Wealth Management
Raleigh Capital Management
Harbour Investments
UBS Group
DHJJ Financial Advisors

View all funds holding Zacks Trust