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Zacks Trust shares owned by Unique Wealth

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

Historical chart of Unique Wealth investment in Zacks Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Zacks Trust by Unique Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 34k 33.62
2025-06-30 $1.1M 33k 31.91
2025-03-31 $839k 28k 30.09
2024-12-31 $581k 19k 30.45

More positions owned by Unique Wealth

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core Us Aggbd Et (AGG)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Trimtabs Etf Tr Fcf Us Qlty Etf (ABFL)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Ishares Tr National Mun Etf (MUB)
Tcw Etf Trust Transform System (PWRD)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Msci Acwi Etf (ACWI)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Unique Wealth

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