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Zacks Earnings Consistent Portfolio ETF
ZECP

Overview Fund Activity

45 hedge funds and large institutions have $190M invested in Zacks Earnings Consistent Portfolio ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 12 reducing their positions, and 2 closing their positions.

Holders
45
Holders Change
+4
Holders Change %
+9.76%
% of All Funds
0.6%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
7
Increased
25
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NWM
1
Navigation Wealth Management
Colorado
$4.9M
2
ASN
2
Advisory Services Network
Georgia
$39.7M
3
CW
3
CreativeOne Wealth
Kansas
$14.5M
4
CFG
4
Carter Financial Group
Illinois
$1.49M
5
AIM
5
Advyzon Investment Management
Illinois
$1.46M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$13.1M
2
AWA
2
Arete Wealth Advisors
Illinois
$7.13M
3
SW
3
Simplicity Wealth
New Jersey
$0
4
SB
4
Strategic Blueprint
Georgia
$5.16M
5
GS
5
GTS Securities
New York
$1.24M
Name Market Value Shares Shares
Change 		Shares
Change %
MFG
1
Menard Financial Group
Texas
$42.3M 1,325,844 +22,276 +2%
ASN
2
Advisory Services Network
Georgia
$39.7M 1,227,500 +91,685 +8%
CW
3
CreativeOne Wealth
Kansas
$14.5M 455,124 +92,725 +26%
Creative Planning
4
Creative Planning
Kansas
$13.1M 412,048 -817,621 -66%
TPWA
5
TRUE Private Wealth Advisors
Oregon
$8.71M 272,965 +37,916 +16%
AWA
6
Arete Wealth Advisors
Illinois
$7.13M 223,301 -87,890 -28%
AWM
7
Axxcess Wealth Management
California
$5.62M 176,238 +1,043 +0.6%
WF
8
Wayfinding Financial
Washington
$5.22M 160,188 +22,018 +16%
BWP
9
Balboa Wealth Partners
Arizona
$5.16M 161,628 +18,772 +13%
SB
10
Strategic Blueprint
Georgia
$5.16M 161,626 -21,228 -12%
NWM
11
Navigation Wealth Management
Colorado
$4.9M 153,618 +123,856 +416%
CIS
12
Continental Investors Services
Washington
$3.9M 121,738 +16,482 +16%
VCM
13
Virtue Capital Management
Tennessee
$3.76M 117,706 +7,220 +7%
MCM
14
M1 Capital Management
Michigan
$2.83M 88,774 +34,046 +62%
PPWM
15
Paragon Private Wealth Management
Kentucky
$2.42M 75,700 +12,660 +20%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$2.1M 65,851 +436 +0.7%
PAG
17
Private Advisor Group
New Jersey
$2M 62,666 -1,135 -2%
DWS
18
Discipline Wealth Solutions
South Carolina
$1.81M 56,814 -1,150 -2%
IP
19
Ignite Planners
California
$1.79M 55,590 +2,687 +5%
AW
20
Alteri Wealth
California
$1.6M 50,045 +28,347 +131%
CFG
21
Carter Financial Group
Illinois
$1.49M 46,556 +46,556 New
AIM
22
Advyzon Investment Management
Illinois
$1.46M 45,872 +45,872 New
GM
23
GeoWealth Management
Illinois
$1.39M 43,503 +33,554 +337%
GS
24
GTS Securities
New York
$1.24M 38,713 -20,773 -35%
FIM
25
Freedom Investment Management
Connecticut
$1.17M 36,790 -13 -0%
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