LifePro Asset Management’s Zacks Earnings Consistent Portfolio ETF ZECP Stock Holding History

LifePro Asset 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
2024 Q3	$1.79M	Buy	57,936 +7,451	+15%	+$222K	1.09%	34
2024 Q2	$1.46M	Buy	50,485 +3,367	+7%	+$94.2K	1.04%	33
2024 Q1	$1.32M	Sell	47,118 -1,588	-3%	-$42.9K	0.87%	36
2023 Q4	$1.27M	Buy	48,706 +5,880	+14%	+$146K	0.98%	34
2023 Q3	$1.03M	Buy	42,826 +10,331	+32%	+$258K	0.85%	33
2023 Q2	$813K	Buy	+32,495	New	+$783K	0.63%	42

Other funds holding ZECP

Menard Financial Group Houston, Texas $184M AUM 37.51% 1-Year Est. Return

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Kowal Investment Group Brookfield, Wisconsin $544M AUM 25.35% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

Arete Wealth Advisors Chicago, Illinois $1.58B AUM 24.44% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.27% 1-Year Est. Return

Wayfinding Financial Lynnwood, Washington $264M AUM 20.39% 1-Year Est. Return

Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return

LifePro Asset Management's ZECP Position: Q3 2024 in Review

LifePro Asset Management increased its Zacks Earnings Consistent Portfolio ETF (ZECP) stake by 15% in Q3 2024, buying an estimated $222K and bringing the position to 57,936 shares worth $1.79M. The position accounts for 1.09% of the portfolio, ranked #34.

LifePro Asset Management first reported a position in ZECP in Q2 2023 and has held it in 6 quarters since. 35 funds tracked by Wall St. Rank hold ZECP as of Q3 2024.

LifePro Asset Management held 57,936 shares of Zacks Earnings Consistent Portfolio ETF worth $1.79M as of Q3 2024.
LifePro Asset Management bought 7,451 Zacks Earnings Consistent Portfolio ETF shares in Q3 2024, an estimated $222K.
Zacks Earnings Consistent Portfolio ETF made up 1.09% of LifePro Asset Management's portfolio in Q3 2024, its #34 holding.
LifePro Asset Management first reported a position in Zacks Earnings Consistent Portfolio ETF in Q2 2023 and has held it in 6 quarters since.
35 funds tracked by Wall St. Rank held Zacks Earnings Consistent Portfolio ETF as of Q3 2024.

Based on LifePro Asset Management's 13F filing for Q3 2024, filed 9 Oct 2024.