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Kingswood Wealth Advisors’s Zacks Earnings Consistent Portfolio ETF ZECP Stock Holding History

Kingswood Wealth 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
Q1 		– Sell
-14,568
Closed -$444K – 836
2024
Q4 		$444K Sell
14,568
-821
-5% -$25.6K 0.03% 479
2024
Q3 		$475K Buy
+15,389
New +$458K 0.03% 463

Other funds holding ZECP

MFG
Menard Financial Group Houston, Texas $143M AUM 27.87% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 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

Kingswood Wealth Advisors's ZECP Position: Q1 2025 in Review

Kingswood Wealth Advisors sold out of Zacks Earnings Consistent Portfolio ETF (ZECP) in Q1 2025, closing a stake of 14,568 shares — an estimated $444K sold.

Kingswood Wealth Advisors first reported a position in ZECP in Q3 2024 and held it in 2 quarters. The position peaked at $475K in Q3 2024. 42 funds tracked by Wall St. Rank hold ZECP as of Q1 2025.

  • Kingswood Wealth Advisors reported no remaining Zacks Earnings Consistent Portfolio ETF position as of Q1 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 14,568 Zacks Earnings Consistent Portfolio ETF shares in Q1 2025, an estimated $444K.
  • Kingswood Wealth Advisors first reported a position in Zacks Earnings Consistent Portfolio ETF in Q3 2024 and held it in 2 quarters.
  • Kingswood Wealth Advisors's Zacks Earnings Consistent Portfolio ETF position peaked at $475K in Q3 2024.
  • 42 funds tracked by Wall St. Rank held Zacks Earnings Consistent Portfolio ETF as of Q1 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.