Purchases and Sales Made in Q1 2025 in Zacks Tr Earnings Constant Por (ZECP)
This table provides information about the institutional ownership of Zacks Tr Earnings Constant Por (ZECP) during Q1 2025. The information is specifically focused on institutions that hold shares of ZACKS TR EARNINGS CONSTANT POR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.23MNew |
$36M - $39.4M
|
1.23M
$37.8M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
148K+ 69.09% |
$4.33M - $4.75M
|
362K
$11.1M
|
|
|
May 08, 2025
Q1 2025
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
140K+ 12.06% |
$4.1M - $4.5M
|
1.3M
$40.1M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
101K+ 9.79% |
$2.96M - $3.25M
|
1.14M
$34.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
61.8KNew |
$1.81M - $1.98M
|
61.8K
$1.9M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
53.8K+ 29.67% |
$1.57M - $1.72M
|
235K
$7.22M
|
|
|
Apr 09, 2025
Q1 2025
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
29.8KNew |
$870K - $954K
|
29.8K
$915K
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
24.6K+ 63.88% |
$719K - $788K
|
63K
$1.94M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
24K+ 82.77% |
$701K - $768K
|
52.9K
$1.63M
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
23.2K+ 73.57% |
$678K - $744K
|
54.7K
$1.68M
|
|
|
May 15, 2025
Q1 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
22.1K+ 26.56% |
$646K - $708K
|
105K
$3.23M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
21.7KNew |
$634K - $696K
|
21.7K
$667K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
19.4KNew |
$566K - $621K
|
19.4K
$595K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
19.1KNew |
$558K - $612K
|
19.1K
$586K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
10.4K+ 3.45% |
$303K - $333K
|
311K
$9.56M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.2KNew |
$299K - $328K
|
10.2K
$315K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.95KNew |
$291K - $319K
|
9.95K
$306K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
9.28K+ 65.9% |
$271K - $298K
|
23.4K
$718K
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
8.81K+ 46.15% |
$258K - $282K
|
27.9K
$857K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.58K+ 3.73% |
$192K - $211K
|
183K
$5.62M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
5.07K+ 15.97% |
$148K - $162K
|
36.8K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
3.98K+ 27.92% |
$116K - $128K
|
18.2K
$560K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.44K+ 3.98% |
$71.4K - $78.3K
|
63.8K
$1.96M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.01K+ 1.85% |
$58.6K - $64.3K
|
110K
$3.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.87K+ 18.9% |
$54.6K - $59.9K
|
11.8K
$361K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
933+ 3.61% |
$27.3K - $29.9K
|
26.8K
$823K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
583+ 3.07% |
$17K - $18.7K
|
19.5K
$601K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
406+ 263.64% |
$11.9K - $13K
|
560
$17.2K
|
|
|
May 14, 2025
Q1 2025
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
234+ 1.03% |
$6.84K - $7.5K
|
23K
$707K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
75+ 6.7% |
$2.19K - $2.41K
|
1.2K
$36.7K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.7K- 10.44% |
$49.8K - $54.6K
|
14.6K
$449K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.47K- 3.64% |
$72.3K - $79.3K
|
65.4K
$2.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-4.26K- 2.99% |
$125K - $137K
|
138K
$4.25M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-8.35K- 12.31% |
$244K - $268K
|
59.5K
$1.83M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-12K- 50.48% |
$352K - $386K
|
11.8K
$363K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-31.3K- 17.98% |
$916K - $1M
|
143K
$4.39M
|
|
|
Apr 29, 2025
Q1 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-34.4K- 37.23% |
$1.01M - $1.1M
|
58K
$1.78M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-108K- 38.12% |
$3.16M - $3.46M
|
175K
$5.38M
|