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Zacks Trust shares owned by TRUE Private Wealth Advisors

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

Historical chart of TRUE Private Wealth Advisors investment in Zacks Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Zacks Trust by TRUE Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.0M 268k 33.62
2025-06-30 $8.7M 273k 31.91
2025-03-31 $7.1M 235k 30.09
2024-12-31 $5.5M 181k 30.46

More positions owned by TRUE Private Wealth Advisors

Ishares Tr Core Msci Total (IXUS)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
Ishares Tr Ibonds Oct 2028 (IBIE)
Ishares Tr Ibonds 29 Trm Ts (IBTJ)
Ishares Tr Ibonds Dec 2031 (IBTL)
Ishares Tr Ibonds Oct 2030 (IBIG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Msci Euro (IEUR)
First Tr Exchange-traded SHS (FDL)
Apple (AAPL)
Zacks Trust Small/mid Cap (SMIZ)
Barclays Bank Ipath S&p 500 Sh (VXX)
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)

View all positions for TRUE Private Wealth Advisors

Top funds holding Zacks Trust

Advisory Services Network
Menard Financial Group
Change Path
TRUE Private Wealth Advisors
Arete Wealth Advisors
Continental Investors Services
Creative Planning
Strategic Blueprint
Wayfinding Financial
von Borstel & Associates
Navigation Wealth Management
Balboa Wealth Partners
Axxcess Wealth Management
M1 Capital Management
Virtue Capital Management

View all funds holding Zacks Trust