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Zacks Trust shares owned by Private Advisor

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

Historical chart of Private Advisor investment in Zacks Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Zacks Trust by Private Advisor

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.1M 73k 28.10
2023-12-31 $1.9M 75k 26.12
2023-09-30 $1.8M 77k 24.02
2023-06-30 $2.0M 78k 25.48
2023-03-31 $1.8M 77k 23.71

More positions owned by Private Advisor

Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Hershey Company (HSY)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Private Advisor

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