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Freedom Investment Management’s Zacks Earnings Consistent Portfolio ETF ZECP Stock Holding History

Freedom Investment 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
2025
Q3 		– Sell
-36,790
Closed -$1.17M – 728
2025
Q2 		$1.17M Sell
36,790
-13
-0% -$392 0.09% 205
2025
Q1 		$1.11M Buy
36,803
+5,067
+16% +$157K 0.09% 204
2024
Q4 		$967K Sell
31,736
-1,750
-5% -$54.6K 0.08% 242
2024
Q3 		$1.03M Buy
33,486
+6,902
+26% +$205K 0.08% 232
2024
Q2 		$767K Sell
26,584
-14,310
-35% -$400K 0.06% 306
2024
Q1 		$1.15M Buy
40,894
+29,192
+249% +$789K 0.09% 215
2023
Q4 		$306K Buy
+11,702
New +$291K 0.02% 593

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

Freedom Investment Management's ZECP Position: Q3 2025 in Review

Freedom Investment Management sold out of Zacks Earnings Consistent Portfolio ETF (ZECP) in Q3 2025, closing a stake of 36,790 shares — an estimated $1.17M sold.

Freedom Investment Management first reported a position in ZECP in Q4 2023 and held it in 7 quarters. The position peaked at $1.17M in Q2 2025. 57 funds tracked by Wall St. Rank hold ZECP as of Q3 2025.

  • Freedom Investment Management reported no remaining Zacks Earnings Consistent Portfolio ETF position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 36,790 Zacks Earnings Consistent Portfolio ETF shares in Q3 2025, an estimated $1.17M.
  • Freedom Investment Management first reported a position in Zacks Earnings Consistent Portfolio ETF in Q4 2023 and held it in 7 quarters.
  • Freedom Investment Management's Zacks Earnings Consistent Portfolio ETF position peaked at $1.17M in Q2 2025.
  • 57 funds tracked by Wall St. Rank held Zacks Earnings Consistent Portfolio ETF as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.