ZECP — ZACKS TRUST

Ownership history in EJMK Ventures LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which EJMK Ventures LLC reported a position in ZACKS TRUST (ZECP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.82% (2025 Q4)
Avg. % of fund
2.82%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 131,982 — — 2.82% $4.6M $34.76
% of Fund (quarterly)    ZECP price (monthly, adj. close)

Other funds also holding ZECP

As of 2025 Q4 — sorted by position size

Menard Financial Group LLC 3Y 18.96% CONTINENTAL INVESTORS SERVICES, INC. 3Y 12.47% Navigation Wealth Management, Inc. 3Y 8.24% Wayfinding Financial, LLC 3Y 2.41% Balboa Wealth Partners 3Y 0.95% TRUE Private Wealth Advisors 3Y 7Y 0.88% Paragon Private Wealth Management, LLC 3Y 0.83% Axim Planning & Wealth 3Y 0.79% Virtue Capital Management, LLC 3Y 7Y 0.7% Koshinski Asset Management, Inc. 3Y 7Y 0.64%
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