ZIM
ZECP icon

Zacks Investment Management’s Zacks Earnings Consistent Portfolio ETF ZECP Stock Holding History

Zacks Investment 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
2023
Q4 		– Sell
-975,430
Closed -$23.4M – 688
2023
Q3 		$23.4M Buy
+975,430
New +$24.4M 0.3% 86
2022
Q4 		– Sell
-309,677
Closed -$6.59M – 675
2022
Q3 		$6.59M Buy
309,677
+19,123
+7% +$446K 0.11% 151
2022
Q2 		$6.49M Buy
290,554
+69,960
+32% +$1.66M 0.1% 145
2022
Q1 		$5.64M Buy
220,594
+42,567
+24% +$1.07M 0.08% 176
2021
Q4 		$4.79M Buy
178,027
+120,702
+211% +$3.1M 0.07% 191
2021
Q3 		$1.37M Buy
+57,325
New +$1.42M 0.02% 335

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
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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
KIG
Kowal Investment Group Brookfield, Wisconsin $544M AUM 25.35% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LAM
LifePro Asset Management San Diego, California $163M AUM 25.54% 1-Year Est. Return
CIS
Continental Investors Services Longview, Washington $106M AUM 21.03% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

Zacks Investment Management's ZECP Position: Q4 2023 in Review

Zacks Investment Management sold out of Zacks Earnings Consistent Portfolio ETF (ZECP) in Q4 2023, closing a stake of 975,430 shares — an estimated $23.4M sold.

Zacks Investment Management first reported a position in ZECP in Q3 2021 and held it in 6 quarters. The position peaked at $23.4M in Q3 2023. 18 funds tracked by Wall St. Rank hold ZECP as of Q4 2023.

  • Zacks Investment Management reported no remaining Zacks Earnings Consistent Portfolio ETF position as of Q4 2023 after selling out during the quarter.
  • Zacks Investment Management sold 975,430 Zacks Earnings Consistent Portfolio ETF shares in Q4 2023, an estimated $23.4M.
  • Zacks Investment Management first reported a position in Zacks Earnings Consistent Portfolio ETF in Q3 2021 and held it in 6 quarters.
  • Zacks Investment Management's Zacks Earnings Consistent Portfolio ETF position peaked at $23.4M in Q3 2023.
  • 18 funds tracked by Wall St. Rank held Zacks Earnings Consistent Portfolio ETF as of Q4 2023.

Based on Zacks Investment Management's 13F filing for Q4 2023, filed 14 Feb 2024.