Balboa Wealth Partners Zacks Tr Earnings Constant Por Transaction History

Balboa Wealth Partners

$572 Million
Q4 2025

A detailed history of Balboa Wealth Partners transactions in Zacks Tr Earnings Constant Por stock. As of the latest transaction made, Balboa Wealth Partners holds 166,093 shares of ZECP stock, worth $5.71 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares

166,093

Previous 145,325 14.29%

Holding current value

$5.71 Million

Previous $4.89 Million 16.91%

% of portfolio

1.0%

Previous 0.88%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 16, 2026	BUY	$33.26 - $34.85 $690,743 - $723,764	20,768 Added 14.29%	166,093 $5.71 Million
Q3 2025 Nov 06, 2025	SELL	$31.92 - $33.66 $520,391 - $548,758	-16,303 Reduced 10.09%	145,325 $4.89 Million
Q2 2025 Jul 29, 2025	BUY	$27.11 - $31.91 $508,908 - $599,014	18,772 Added 13.14%	161,628 $5.16 Million
Q1 2025 Apr 23, 2025	SELL	$29.24 - $32.07 $915,796 - $1 Million	-31,320 Reduced 17.98%	142,856 $4.3 Million
Q4 2024 Feb 10, 2025	BUY	$30.35 - $32.25 $1.81 Million - $1.93 Million	59,712 Added 52.17%	174,176 $5.3 Million

Q3 2024 Nov 06, 2024	BUY	$28.3 - $30.84 $271,680 - $296,064	9,600 Added 9.15%	114,464 $3.53 Million
Q2 2024 Aug 13, 2024	BUY	$26.83 - $29.04 $2.81 Million - $3.05 Million	104,864 New	104,864 $3.03 Million

Others Institutions Holding ZECP

# of Institutions

Shares Held

6.45M

Call Options Held

Put Options Held

View Full List

About ZACKS TR EARNINGS CONSTANT POR

Ticker ZECP
Sector ETFs
Industry ETFs

More about ZECP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Balboa Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Balboa Wealth Partners with notifications on news.

Account

Balboa Wealth Partners Zacks Tr Earnings Constant Por Transaction History