GVAG
ZECP icon

Great Valley Advisor Group’s Zacks Earnings Consistent Portfolio ETF ZECP Stock Holding History

Great Valley Advisor Group’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
Q2 		– Sell
-19,077
Closed -$574K – 950
2025
Q1 		$574K Buy
+19,077
New +$590K 0.01% 561

Other funds holding ZECP

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
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
WF
Wayfinding Financial Lynnwood, Washington $230M AUM 17.64% 1-Year Est. Return
BWP
Balboa Wealth Partners Scottsdale, Arizona $596M AUM 40.89% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return

Great Valley Advisor Group's ZECP Position: Q2 2025 in Review

Great Valley Advisor Group sold out of Zacks Earnings Consistent Portfolio ETF (ZECP) in Q2 2025, closing a stake of 19,077 shares — an estimated $574K sold.

Great Valley Advisor Group first reported a position in ZECP in Q1 2025 and held it in 1 quarter. The position peaked at $574K in Q1 2025. 47 funds tracked by Wall St. Rank hold ZECP as of Q2 2025.

  • Great Valley Advisor Group reported no remaining Zacks Earnings Consistent Portfolio ETF position as of Q2 2025 after selling out during the quarter.
  • Great Valley Advisor Group sold 19,077 Zacks Earnings Consistent Portfolio ETF shares in Q2 2025, an estimated $574K.
  • Great Valley Advisor Group first reported a position in Zacks Earnings Consistent Portfolio ETF in Q1 2025 and held it in 1 quarter.
  • Great Valley Advisor Group's Zacks Earnings Consistent Portfolio ETF position peaked at $574K in Q1 2025.
  • 47 funds tracked by Wall St. Rank held Zacks Earnings Consistent Portfolio ETF as of Q2 2025.

Based on Great Valley Advisor Group's 13F filing for Q2 2025, filed 14 Aug 2025.