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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

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
KIG
Kowal Investment Group Brookfield, Wisconsin $544M AUM 25.35% 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

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.