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Zacks Trust shares owned by Simplicity Wealth

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

Historical chart of Simplicity Wealth investment in Zacks Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Zacks Trust by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0M 59k 33.62
2025-03-31 $1.9M 62k 30.09

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Amazon (AMZN)

View all positions for Simplicity Wealth

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