AWM
ZECP icon

Accurate Wealth Management’s Zacks Earnings Consistent Portfolio ETF ZECP Stock Holding History

Accurate Wealth Management’s Portfolio ZECP Stock Details ZECP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-180,900
Closed -$5.62M – 407
2024
Q3 		$5.62M Sell
180,900
-114,956
-39% -$3.42M 1.13% 14
2024
Q2 		$8.78M Buy
295,856
+40,844
+16% +$1.14M 2.11% 6
2024
Q1 		$6.84M Sell
255,012
-39,130
-13% -$1.06M 2% 6
2023
Q4 		$7.71M Sell
294,142
-76
-0% -$1.89K 2.4% 4
2023
Q3 		$7.21M Buy
294,218
+121,277
+70% +$3.03M 2.26% 7
2023
Q2 		$4.35M Buy
172,941
+133,495
+338% +$3.22M 1.36% 13
2023
Q1 		$938K Buy
39,446
+34,492
+696% +$804K 0.32% 73
2022
Q4 		$115K Buy
+4,954
New +$114K 0.04% 284

Other funds holding ZECP

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
MFG
Menard Financial Group Houston, Texas $143M AUM 27.87% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
BWP
Balboa Wealth Partners Scottsdale, Arizona $596M AUM 40.89% 1-Year Est. Return
WF
Wayfinding Financial Lynnwood, Washington $230M AUM 17.64% 1-Year Est. Return

Accurate Wealth Management's ZECP Position: Q4 2024 in Review

Accurate Wealth Management sold out of Zacks Earnings Consistent Portfolio ETF (ZECP) in Q4 2024, closing a stake of 180,900 shares — an estimated $5.62M sold.

Accurate Wealth Management first reported a position in ZECP in Q4 2022 and held it in 8 quarters. The position peaked at $8.78M in Q2 2024. 39 funds tracked by Wall St. Rank hold ZECP as of Q4 2024.

  • Accurate Wealth Management reported no remaining Zacks Earnings Consistent Portfolio ETF position as of Q4 2024 after selling out during the quarter.
  • Accurate Wealth Management sold 180,900 Zacks Earnings Consistent Portfolio ETF shares in Q4 2024, an estimated $5.62M.
  • Accurate Wealth Management first reported a position in Zacks Earnings Consistent Portfolio ETF in Q4 2022 and held it in 8 quarters.
  • Accurate Wealth Management's Zacks Earnings Consistent Portfolio ETF position peaked at $8.78M in Q2 2024.
  • 39 funds tracked by Wall St. Rank held Zacks Earnings Consistent Portfolio ETF as of Q4 2024.

Based on Accurate Wealth Management's 13F filing for Q4 2024, filed 14 Jan 2025.