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Zacks Trust shares owned by Continental Investors Services

Quarter-by-quarter ownership of Zacks Trust (ZECP) shares owned by Continental Investors Services from 13F filings

Historical chart of Continental Investors Services investment in Zacks Trust

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All positions including Zacks Trust held by Continental Investors Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Zacks Trust by Continental Investors Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 45k 28.01
2023-09-30 $461k 19k 24.02
2023-06-30 $961k 38k 25.25

More positions owned by Continental Investors Services

Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Tesla Motors (TSLA)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core S&p Mcp Etf (IJH)
Zacks Trust Earngs Constant (ZECP)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Costco Wholesale Corporation (COST)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Continental Investors Services

Top funds holding Zacks Trust

Advisory Services Network
Arete Wealth Advisors
Accurate Wealth Management
Wayfinding Financial
Virtue Capital Management
Kowal Investment Group
Private Advisor
LifePro Asset Management
Continental Investors Services
Eqis Capital Management
Ignite Planners
Ethos Financial Group
Susquehanna International
LPL Financial
Nelson, Van Denburg & Campbell Wealth Management

View all funds holding Zacks Trust