PCS
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Private Client Services’s Zacks Earnings Consistent Portfolio ETF ZECP Stock Holding History

Private Client Services’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
Q3 		– Sell
-15,900
Closed -$507K – 223
2025
Q2 		$507K Buy
+15,900
New +$479K 0.2% 109

Other funds holding ZECP

ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
MFG
Menard Financial Group Houston, Texas $143M AUM 27.87% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
CIS
Continental Investors Services Longview, Washington $106M AUM 21.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
VBA
von Borstel & Associates The Dalles, Oregon $437M AUM 17.93% 1-Year Est. Return
WF
Wayfinding Financial Lynnwood, Washington $230M AUM 17.64% 1-Year Est. Return

Private Client Services's ZECP Position: Q3 2025 in Review

Private Client Services sold out of Zacks Earnings Consistent Portfolio ETF (ZECP) in Q3 2025, closing a stake of 15,900 shares — an estimated $507K sold.

Private Client Services first reported a position in ZECP in Q2 2025 and held it in 1 quarter. The position peaked at $507K in Q2 2025. 57 funds tracked by Wall St. Rank hold ZECP as of Q3 2025.

  • Private Client Services reported no remaining Zacks Earnings Consistent Portfolio ETF position as of Q3 2025 after selling out during the quarter.
  • Private Client Services sold 15,900 Zacks Earnings Consistent Portfolio ETF shares in Q3 2025, an estimated $507K.
  • Private Client Services first reported a position in Zacks Earnings Consistent Portfolio ETF in Q2 2025 and held it in 1 quarter.
  • Private Client Services's Zacks Earnings Consistent Portfolio ETF position peaked at $507K in Q2 2025.
  • 57 funds tracked by Wall St. Rank held Zacks Earnings Consistent Portfolio ETF as of Q3 2025.

Based on Private Client Services's 13F filing for Q3 2025, filed 14 Oct 2025.