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ZECP icon

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

NewEdge 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
2023
Q1 		– Sell
-7
Closed – – 4197
2022
Q4 		$0 Buy
+7
New +$161 ﹤0.01% 4224

Other funds holding ZECP

WF
Wayfinding Financial Lynnwood, Washington $230M AUM 17.64% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
KIG
Kowal Investment Group Brookfield, Wisconsin $544M AUM 25.35% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
RCM
Raleigh Capital Management Cary, North Carolina $290M AUM 19.39% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

NewEdge Advisors's ZECP Position: Q1 2023 in Review

NewEdge Advisors sold out of Zacks Earnings Consistent Portfolio ETF (ZECP) in Q1 2023, closing a stake of 7 shares.

NewEdge Advisors first reported a position in ZECP in Q4 2022 and held it in 1 quarter. The position peaked at $0 in Q4 2022. 10 funds tracked by Wall St. Rank hold ZECP as of Q1 2023.

  • NewEdge Advisors reported no remaining Zacks Earnings Consistent Portfolio ETF position as of Q1 2023 after selling out during the quarter.
  • NewEdge Advisors sold 7 Zacks Earnings Consistent Portfolio ETF shares in Q1 2023.
  • NewEdge Advisors first reported a position in Zacks Earnings Consistent Portfolio ETF in Q4 2022 and held it in 1 quarter.
  • NewEdge Advisors's Zacks Earnings Consistent Portfolio ETF position peaked at $0 in Q4 2022.
  • 10 funds tracked by Wall St. Rank held Zacks Earnings Consistent Portfolio ETF as of Q1 2023.

Based on NewEdge Advisors's 13F filing for Q1 2023, filed 12 May 2023.