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Zacks Earnings Consistent Portfolio ETF

71 hedge funds and large institutions have $240M invested in Zacks Earnings Consistent Portfolio ETF in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

0% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 27

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
71
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
1
Advisory Services Network
Georgia
$40.6M
GM
2
GeoWealth Management
Illinois
$27.5M
MFG
3
Menard Financial Group
Texas
$26.7M
CW
4
CreativeOne Wealth
Kansas
$16.4M
CIS
5
Continental Investors Services
Washington
$16.4M
Koshinski Asset Management
6
Koshinski Asset Management
Illinois
$11.6M
TPWA
7
TRUE Private Wealth Advisors
Oregon
$7.82M
BWP
8
Balboa Wealth Partners
Arizona
$6.18M
SB
9
Strategic Blueprint
Georgia
$5.9M
VCM
10
Virtue Capital Management
Tennessee
$5.62M
WF
11
Wayfinding Financial
Washington
$5.55M
AWA
12
Arete Wealth Advisors
Illinois
$5.38M
NWM
13
Navigation Wealth Management
Colorado
$5.27M
MCM
14
M1 Capital Management
Michigan
$5.19M
AIM
15
Advyzon Investment Management
Illinois
$3.98M
Creative Planning
16
Creative Planning
Kansas
$3.21M
EV
17
EJMK Ventures
Illinois
$3.07M
SFG
18
Strive Financial Group
Indiana
$2.75M
AW
19
Alteri Wealth
California
$2.63M
PPWM
20
Paragon Private Wealth Management
Kentucky
$2.52M
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$2.52M
IP
22
Ignite Planners
California
$2.09M
DWS
23
Discipline Wealth Solutions
South Carolina
$2.03M
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.85M
Bank of America
25
Bank of America
North Carolina
$1.83M