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AssuredPartners Investment Advisors’s Zacks Earnings Consistent Portfolio ETF ZECP Stock Holding History

AssuredPartners Investment Advisors’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
2025
Q3 		– Sell
-11,802
Closed -$377K – 286
2025
Q2 		$377K Sell
11,802
-7
-0.1% -$211 0.09% 163
2025
Q1 		$355K Sell
11,809
-12,036
-50% -$373K 0.07% 246
2024
Q4 		$726K Buy
+23,845
New +$745K 0.14% 153

Other funds holding ZECP

ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
MFG
Menard Financial Group Houston, Texas $143M AUM 27.87% 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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
CIS
Continental Investors Services Longview, Washington $106M AUM 21.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
VBA
von Borstel & Associates The Dalles, Oregon $437M AUM 17.93% 1-Year Est. Return
WF
Wayfinding Financial Lynnwood, Washington $230M AUM 17.64% 1-Year Est. Return

AssuredPartners Investment Advisors's ZECP Position: Q3 2025 in Review

AssuredPartners Investment Advisors sold out of Zacks Earnings Consistent Portfolio ETF (ZECP) in Q3 2025, closing a stake of 11,802 shares — an estimated $377K sold.

AssuredPartners Investment Advisors first reported a position in ZECP in Q4 2024 and held it in 3 quarters. The position peaked at $726K in Q4 2024. 57 funds tracked by Wall St. Rank hold ZECP as of Q3 2025.

  • AssuredPartners Investment Advisors reported no remaining Zacks Earnings Consistent Portfolio ETF position as of Q3 2025 after selling out during the quarter.
  • AssuredPartners Investment Advisors sold 11,802 Zacks Earnings Consistent Portfolio ETF shares in Q3 2025, an estimated $377K.
  • AssuredPartners Investment Advisors first reported a position in Zacks Earnings Consistent Portfolio ETF in Q4 2024 and held it in 3 quarters.
  • AssuredPartners Investment Advisors's Zacks Earnings Consistent Portfolio ETF position peaked at $726K in Q4 2024.
  • 57 funds tracked by Wall St. Rank held Zacks Earnings Consistent Portfolio ETF as of Q3 2025.

Based on AssuredPartners Investment Advisors's 13F filing for Q3 2025, filed 6 Oct 2025.