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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

Other funds holding ZECP

ZIM
Zacks Investment Management Chicago, Illinois $12.5B AUM 29.36% 1-Year Est. Return
MFG
Menard Financial Group Houston, Texas $143M AUM 27.87% 1-Year Est. Return
WF
Wayfinding Financial Lynnwood, Washington $230M AUM 17.64% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 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
LAM
LifePro Asset Management San Diego, California $163M AUM 25.54% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 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.