Zacks Earnings Consistent Portfolio ETF

ZECP

Market cap $249M

Overview Fund Activity

33.05 USD

-0.16

0.48%

At close Updated Sep 12, 4:00 PM EDT

1 day

-0.48%

5 days

1 month

1.1%

3 months

5.79%

6 months

11.62%

Year to date

8.97%

1 year

9.11%

5 years

32.09%

10 years

32.09%

Funds holding %

of 7,462 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

108% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 12

33% more funds holding in top 10

Funds holding in top 10: 3 [Q1] → 4 (+1) [Q2]

12% more funds holding

Funds holding: 41 [Q1] → 46 (+5) [Q2]

2% more capital invested

Capital invested by funds: $188M [Q1] → $192M (+$3.63M) [Q2]

9.83% less ownership

Funds ownership: 86.48% [Q1] → 76.64% (-9.83%) [Q2]

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Financial journalist opinion

Positive

Seeking Alpha

8 months ago

ZECP: Expensive And Lacking Firepower

ZECP selects 50–120 stocks with a long history of posting consistent earnings results. The strategy might appeal to defensive investors looking for positive performance even in down markets. Unfortunately, the Fund's earnings consistency mandate also means fast-growing companies are excluded. While acceptable to risk-averse investors, its valuation ratios are barely better than S&P 500 Index ETFs like SPY. Zacks Earnings Consistent Portfolio ETF's fundamental problems come against the backdrop of an excessive 0.55% expense ratio, which is net of a 0.34% waiver that can be terminated with 60 days notice.

Neutral

Business Wire

1 year ago

Zacks Earnings Consistent Portfolio (ZECP) ETF Celebrates 3-Year Anniversary

CHICAGO--(BUSINESS WIRE)--Zacks Investment Management, a wholly-owned subsidiary of Zacks Investment Research with $15.1 billion in assets under management, celebrates the three-year anniversary of its flagship ETF, the Zacks Earnings Consistent Portfolio ETF (Cboe: ZECP). For the past three years, Zacks has leveraged its pioneering research-driven investment methodology to create innovative, actively-managed ETFs. ZECP is built on Zack's established methodology rooted in earnings estimate revi.

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Charts implemented using Lightweight Charts™

Zacks Earnings Consistent Portfolio ETF ZECP Market cap $249M