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Zacks Earnings Consistent Portfolio ETF

54 hedge funds and large institutions have $197M invested in Zacks Earnings Consistent Portfolio ETF in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
$42.7M
MFG
2
Menard Financial Group
Texas
$26.9M
CW
3
CreativeOne Wealth
Kansas
$15.7M
TPWA
4
TRUE Private Wealth Advisors
Oregon
$8.99M
AWA
5
Arete Wealth Advisors
Illinois
$7.71M
CIS
6
Continental Investors Services
Washington
$5.77M
Creative Planning
7
Creative Planning
Kansas
$5.73M
SB
8
Strategic Blueprint
Georgia
$5.7M
VBA
9
von Borstel & Associates
Oregon
$5.47M
WF
10
Wayfinding Financial
Washington
$5.39M
NWM
11
Navigation Wealth Management
Colorado
$5.04M
BWP
12
Balboa Wealth Partners
Arizona
$4.89M
AWM
13
Axxcess Wealth Management
California
$4.72M
MCM
14
M1 Capital Management
Michigan
$4.69M
VCM
15
Virtue Capital Management
Tennessee
$4.29M
GM
16
GeoWealth Management
Illinois
$4.13M
Koshinski Asset Management
17
Koshinski Asset Management
Illinois
$3.76M
AW
18
Alteri Wealth
California
$2.56M
PPWM
19
Paragon Private Wealth Management
Kentucky
$2.34M
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$2.15M
PAG
21
Private Advisor Group
New Jersey
$2.15M
AIM
22
Advyzon Investment Management
Illinois
$2.09M
IP
23
Ignite Planners
California
$2.04M
SW
24
Simplicity Wealth
New Jersey
$1.98M
DWS
25
Discipline Wealth Solutions
South Carolina
$1.97M