Legacy Capital Group California’s The Acquirers Fund ZIG Stock Holding History

Legacy Capital Group California’s Portfolio ZIG Stock Details ZIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-10,632	Closed	-$333K	–	321
2023 Q3	$333K	Buy	+10,632	New	+$335K	0.14%	193

Other funds holding ZIG

Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return

SRH Advisors Salina, Kansas $392M AUM 18.62% 1-Year Est. Return

MIM

Meixler Investment Management Show Low, Arizona $186M AUM 26.25% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legacy Capital Group California's ZIG Position: Q4 2023 in Review

Legacy Capital Group California sold out of The Acquirers Fund (ZIG) in Q4 2023, closing a stake of 10,632 shares — an estimated $333K sold.

Legacy Capital Group California first reported a position in ZIG in Q3 2023 and held it in 1 quarter. The position peaked at $333K in Q3 2023. 8 funds tracked by Wall St. Rank hold ZIG as of Q4 2023.

Legacy Capital Group California reported no remaining The Acquirers Fund position as of Q4 2023 after selling out during the quarter.
Legacy Capital Group California sold 10,632 The Acquirers Fund shares in Q4 2023, an estimated $333K.
Legacy Capital Group California first reported a position in The Acquirers Fund in Q3 2023 and held it in 1 quarter.
Legacy Capital Group California's The Acquirers Fund position peaked at $333K in Q3 2023.
8 funds tracked by Wall St. Rank held The Acquirers Fund as of Q4 2023.

Based on Legacy Capital Group California's 13F filing for Q4 2023, filed 8 Feb 2024.