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Zacks Earnings Consistent Portfolio ETF

41 hedge funds and large institutions have $188M invested in Zacks Earnings Consistent Portfolio ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 8 reducing their positions, and 5 closing their positions.

Holders
41
Holders Change
+3
Holders Change %
+7.89%
% of All Funds
0.56%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
8
Increased
22
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MFG
1
Menard Financial Group
Texas
$39M 1,303,568 +140,315 +12%
Creative Planning
2
Creative Planning
Kansas
$37M 1,229,669 +1,229,669 New
ASN
3
Advisory Services Network
Georgia
$34.2M 1,135,815 +101,307 +10%
CW
4
CreativeOne Wealth
Kansas
$10.9M 362,399 +148,071 +69%
AWA
5
Arete Wealth Advisors
Illinois
$9.36M 311,191 +10,372 +3%
TPWA
6
TRUE Private Wealth Advisors
Oregon
$7.07M 235,049 +53,782 +30%
SB
7
Strategic Blueprint
Georgia
$5.5M 182,854 +6,577 +4%
AWM
8
Axxcess Wealth Management
California
$5.27M 175,195 -107,919 -38%
BWP
9
Balboa Wealth Partners
Arizona
$4.3M 142,856 -31,320 -18%
WF
10
Wayfinding Financial
Washington
$4.16M 138,170 -4,261 -3%
VCM
11
Virtue Capital Management
Tennessee
$3.33M 110,486 +2,005 +2%
CIS
12
Continental Investors Services
Washington
$3.16M 105,256 +22,086 +27%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.97M 65,415 -2,473 -4%
PAG
14
Private Advisor Group
New Jersey
$1.92M 63,801 +2,442 +4%
PPWM
15
Paragon Private Wealth Management
Kentucky
$1.9M 63,040 +24,574 +64%
SW
16
Simplicity Wealth
New Jersey
$1.86M 61,750 +61,750 New
GS
17
GTS Securities
New York
$1.79M 59,486 -8,347 -12%
DWS
18
Discipline Wealth Solutions
South Carolina
$1.74M 57,964 -34,380 -37%
MCM
19
M1 Capital Management
Michigan
$1.65M 54,728 +23,197 +74%
IP
20
Ignite Planners
California
$1.57M 52,903 +23,958 +83%
FIM
21
Freedom Investment Management
Connecticut
$1.11M 36,803 +5,067 +16%
NWM
22
Navigation Wealth Management
Colorado
$897K 29,762 +29,762 New
UW
23
Unique Wealth
Florida
$839K 27,892 +8,808 +46%
AI
24
Atria Investments
North Carolina
$806K 26,772 +933 +4%
Koshinski Asset Management
25
Koshinski Asset Management
Illinois
$703K 23,361 +9,280 +66%