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Kowal Investment Group’s Zacks Earnings Consistent Portfolio ETF ZECP Stock Holding History

Kowal Investment 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
2024
Q3 		$15.1M Buy
488,326
+169,453
+53% +$5.04M 2.77% 7
2024
Q2 		$9.2M Buy
318,873
+195,803
+159% +$5.48M 1.84% 10
2024
Q1 		$3.46M Buy
123,070
+31,724
+35% +$858K 0.75% 17
2023
Q4 		$2.39M Buy
91,346
+19,525
+27% +$486K 0.56% 26
2023
Q3 		$1.73M Buy
71,821
+7,195
+11% +$180K 0.47% 29
2023
Q2 		$1.62M Buy
64,626
+3,553
+6% +$85.6K 0.43% 30
2023
Q1 		$1.45M Buy
61,073
+25,237
+70% +$588K 0.41% 32
2022
Q4 		$828K Buy
+35,836
New +$825K 0.25% 56

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
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 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
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return

Kowal Investment Group's ZECP Position: Q3 2024 in Review

Kowal Investment Group increased its Zacks Earnings Consistent Portfolio ETF (ZECP) stake by 53% in Q3 2024, buying an estimated $5.04M and bringing the position to 488,326 shares worth $15.1M. The position accounts for 2.77% of the portfolio, ranked #7.

Kowal Investment Group first reported a position in ZECP in Q4 2022 and has held it in 8 quarters since. 35 funds tracked by Wall St. Rank hold ZECP as of Q3 2024.

  • Kowal Investment Group held 488,326 shares of Zacks Earnings Consistent Portfolio ETF worth $15.1M as of Q3 2024.
  • Kowal Investment Group bought 169,453 Zacks Earnings Consistent Portfolio ETF shares in Q3 2024, an estimated $5.04M.
  • Zacks Earnings Consistent Portfolio ETF made up 2.77% of Kowal Investment Group's portfolio in Q3 2024, its #7 holding.
  • Kowal Investment Group first reported a position in Zacks Earnings Consistent Portfolio ETF in Q4 2022 and has held it in 8 quarters since.
  • 35 funds tracked by Wall St. Rank held Zacks Earnings Consistent Portfolio ETF as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.