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Zacks Earnings Consistent Portfolio ETF (ZECP) Institutional Ownership

$31.28 -0.61 (-1.91%)
As of 02/21/2025 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Zacks Earnings Consistent Portfolio ETF (BATS:ZECP)

Number of
Institutional Buyers
(last 12 months)
1
Total
Institutional Inflows
(last 12 months)
$5.42M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$5.37M
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ZECP Institutional Buying and Selling by Quarter

Zacks Earnings Consistent Portfolio ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/11/2025 Wayfinding Financial LLC142,431$4.37M2.3%-4.1%3.215%
1/23/2025 Strategic Blueprint LLC176,277$5.37M0.3%+17.2%3.979%
1/22/2025 Kingswood Wealth Advisors LLC14,568$444K0.0%-5.3%0.329%
11/18/2024Virtue Capital Management LLC106,228$3.28M0.7%-4.9%2.398%
11/14/2024 Arete Wealth Advisors LLC258,662$7.94M0.7%-38.5%5.839%
10/25/2024 Strategic Blueprint LLC150,365$4.64M0.3%N/A3.394%
1/30/2024 Avior Wealth Management LLC10,850$283K0.0%-86.1%0.434%
1/10/2024 Wayfinding Financial LLC343,415$8.97M6.1%-1.7%13.737%
11/2/2023 Wayfinding Financial LLC349,285$8.38M6.3%-2.9%13.971%
10/17/2023 Avior Wealth Management LLC78,159$1.88M0.1%+21.5%3.126%
7/31/2023 Wayfinding Financial LLC359,809$9.19M6.4%-4.0%22.488%
7/19/2023 Nelson Van Denburg & Campbell Wealth Management Group LLC64,318$1.61M0.1%+37.0%4.020%
5/10/2023 Nelson Van Denburg & Campbell Wealth Management Group LLC46,948$1.11M0.1%N/A3.130%
5/5/2023 Wayfinding Financial LLC374,748$8.89M6.8%+55.7%24.983%
2/10/2023 Wayfinding Financial LLC240,719$5.92M4.7%-6.2%0.000%
(Data available from 1/1/2016 forward)

ZECP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ZECP shares?

During the previous two years, the following institutional investors and hedge funds held shares of Zacks Earnings Consistent Portfolio ETF shares: Arete Wealth Advisors LLC ($7.94M), Strategic Blueprint LLC ($5.37M), Wayfinding Financial LLC ($4.37M), Virtue Capital Management LLC ($3.28M), Nelson Van Denburg & Campbell Wealth Management Group LLC ($1.61M), and Kingswood Wealth Advisors LLC ($444K), and Avior Wealth Management LLC ($283K).Learn more on ZECP's institutional investors.

Which institutional investors have been buying Zacks Earnings Consistent Portfolio ETF stock?

The following institutional investors have purchased Zacks Earnings Consistent Portfolio ETF stock in the last 24 months: Strategic Blueprint LLC ($176.28K), Wayfinding Financial LLC ($134.03K), Nelson Van Denburg & Campbell Wealth Management Group LLC ($64.32K), and Avior Wealth Management LLC ($13.84K).

How much institutional buying is happening at Zacks Earnings Consistent Portfolio ETF?

Institutional investors have bought a total of 388,465 shares in the last 24 months. This purchase volume represents approximately $10.48M in transactions.

Which Zacks Earnings Consistent Portfolio ETF major shareholders have been selling company stock?

The following institutional investors have sold Zacks Earnings Consistent Portfolio ETF stock in the last 24 months: Arete Wealth Advisors LLC ($162.02K), Avior Wealth Management LLC ($67.31K), Wayfinding Financial LLC ($37.46K), Virtue Capital Management LLC ($5.52K), and Kingswood Wealth Advisors LLC ($821.00).

How much institutional selling is happening at Zacks Earnings Consistent Portfolio ETF?

Institutional investors have sold a total of 273,125 shares in the last 24 months. This volume of shares sold represents approximately $7.91M in transactions.



This page (BATS:ZECP) was last updated on 2/22/2025 by MarketBeat.com Staff
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