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Zacks Earnings Consistent Portfolio ETF

38 hedge funds and large institutions have $565M invested in Zacks Earnings Consistent Portfolio ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 6 reducing their positions, and 4 closing their positions.

Holders
38
Holders Change
+4
Holders Change %
+11.76%
% of All Funds
0.51%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
10
Increased
21
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$429M 14,081 +7,483 +113%
MFG
2
Menard Financial Group
Texas
$35.4M 1,163,253 +32,753 +3%
ASN
3
Advisory Services Network
Georgia
$31.5M 1,034,508 +293,702 +40%
AWA
4
Arete Wealth Advisors
Illinois
$9.16M 300,819 +42,157 +16%
AWM
5
Axxcess Wealth Management
California
$8.62M 283,114 +6,393 +2%
CW
6
CreativeOne Wealth
Kansas
$6.53M 214,328 +42,126 +24%
TPWA
7
TRUE Private Wealth Advisors
Oregon
$5.52M 181,267 +181,267 New
SB
8
Strategic Blueprint
Georgia
$5.37M 176,277 +25,912 +17%
BWP
9
Balboa Wealth Partners
Arizona
$5.3M 174,176 +59,712 +52%
WF
10
Wayfinding Financial
Washington
$4.37M 142,431 -6,126 -4%
VCM
11
Virtue Capital Management
Tennessee
$3.3M 108,481 +2,253 +2%
DWS
12
Discipline Wealth Solutions
South Carolina
$2.81M 92,344 +92,344 New
CIS
13
Continental Investors Services
Washington
$2.56M 83,170 +11,396 +16%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$2.07M 67,888 +5,528 +9%
GS
15
GTS Securities
New York
$2.07M 67,833 +67,833 New
PAG
16
Private Advisor Group
New Jersey
$1.87M 61,359 -1,983 -3%
PPWM
17
Paragon Private Wealth Management
Kentucky
$1.17M 38,466 +26,578 +224%
FIM
18
Freedom Investment Management
Connecticut
$967K 31,736 -1,750 -5%
MCM
19
M1 Capital Management
Michigan
$960K 31,531 +31,531 New
IP
20
Ignite Planners
California
$886K 28,945 +9,586 +50%
AI
21
Atria Investments
North Carolina
$787K 25,839 +3,124 +14%
AIA
22
AssuredPartners Investment Advisors
Florida
$726K 23,845 +23,845 New
AFS
23
Axiom Financial Strategies
Indiana
$694K 22,783 +68 +0.3%
UW
24
Unique Wealth
Florida
$581K 19,084 +19,084 New
EAM
25
Empirical Asset Management
Massachusetts
$578K 18,966 +8,414 +80%