HWP
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Heritage Wealth Partners’s Zacks Earnings Consistent Portfolio ETF ZECP Stock Holding History

Heritage Wealth Partners’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
Q1 		$549K Buy
18,232
+3,979
+28% +$123K 0.84% 28
2024
Q4 		$434K Buy
14,253
+5,843
+69% +$182K 0.54% 37
2024
Q3 		$259K Buy
+8,410
New +$250K 0.31% 55

Other funds holding ZECP

MFG
Menard Financial Group Houston, Texas $184M AUM 37.51% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
BWP
Balboa Wealth Partners Scottsdale, Arizona $734M AUM 55.09% 1-Year Est. Return
WF
Wayfinding Financial Lynnwood, Washington $264M AUM 20.39% 1-Year Est. Return

Heritage Wealth Partners's ZECP Position: Q1 2025 in Review

Heritage Wealth Partners increased its Zacks Earnings Consistent Portfolio ETF (ZECP) stake by 28% in Q1 2025, buying an estimated $123K and bringing the position to 18,232 shares worth $549K. The position accounts for 0.84% of the portfolio, ranked #28.

Heritage Wealth Partners first reported a position in ZECP in Q3 2024 and has held it in 3 quarters since. 42 funds tracked by Wall St. Rank hold ZECP as of Q1 2025.

  • Heritage Wealth Partners held 18,232 shares of Zacks Earnings Consistent Portfolio ETF worth $549K as of Q1 2025.
  • Heritage Wealth Partners bought 3,979 Zacks Earnings Consistent Portfolio ETF shares in Q1 2025, an estimated $123K.
  • Zacks Earnings Consistent Portfolio ETF made up 0.84% of Heritage Wealth Partners's portfolio in Q1 2025, its #28 holding.
  • Heritage Wealth Partners first reported a position in Zacks Earnings Consistent Portfolio ETF in Q3 2024 and has held it in 3 quarters since.
  • 42 funds tracked by Wall St. Rank held Zacks Earnings Consistent Portfolio ETF as of Q1 2025.

Based on Heritage Wealth Partners's 13F filing for Q1 2025, filed 14 May 2025.