WESPAC Advisors SoCal
ZECP icon

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

WESPAC Advisors SoCal’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
Q3 		– Sell
-55,022
Closed -$1.38M – 93
2023
Q2 		$1.38M Sell
55,022
-3,494
-6% -$84.2K 0.47% 45
2023
Q1 		$1.39M Buy
58,516
+46
+0.1% +$1.07K 0.48% 46
2022
Q4 		$1.35M Buy
+58,470
New +$1.35M 0.5% 43

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Wayfinding Financial
Wayfinding Financial Lynnwood, Washington $264M AUM 20.39% 1-Year Est. Return
Accurate Wealth Management
Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return
Advisory Services Network
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Kowal Investment Group
Kowal Investment Group Brookfield, Wisconsin $544M AUM 25.35% 1-Year Est. Return
LAM
LifePro Asset Management San Diego, California $163M AUM 25.54% 1-Year Est. Return
Castle Rock Wealth Management
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

WESPAC Advisors SoCal's ZECP Position: Q3 2023 in Review

WESPAC Advisors SoCal sold out of Zacks Earnings Consistent Portfolio ETF (ZECP) in Q3 2023, closing a stake of 55,022 shares — an estimated $1.38M sold.

WESPAC Advisors SoCal first reported a position in ZECP in Q4 2022 and held it in 3 quarters. The position peaked at $1.39M in Q1 2023. 15 funds tracked by Wall St. Rank hold ZECP as of Q3 2023.

  • WESPAC Advisors SoCal reported no remaining Zacks Earnings Consistent Portfolio ETF position as of Q3 2023 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 55,022 Zacks Earnings Consistent Portfolio ETF shares in Q3 2023, an estimated $1.38M.
  • WESPAC Advisors SoCal first reported a position in Zacks Earnings Consistent Portfolio ETF in Q4 2022 and held it in 3 quarters.
  • WESPAC Advisors SoCal's Zacks Earnings Consistent Portfolio ETF position peaked at $1.39M in Q1 2023.
  • 15 funds tracked by Wall St. Rank held Zacks Earnings Consistent Portfolio ETF as of Q3 2023.

Based on WESPAC Advisors SoCal's 13F filing for Q3 2023, filed 9 Nov 2023.