Purchases and Sales Made in Q2 2025 in Zacks Tr Earnings Constant Por (ZECP)
This table provides information about the institutional ownership of Zacks Tr Earnings Constant Por (ZECP) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
124K+ 416.15% |
$3.36M - $3.95M
|
154K
$5M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
92.7K+ 25.59% |
$2.51M - $2.96M
|
455K
$14.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
53.8KNew |
$1.46M - $1.72M
|
53.8K
$1.75M
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
45.9KNew |
$1.24M - $1.46M
|
45.9K
$1.49M
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
BUY
|
- |
37.9K+ 16.13% |
$1.03M - $1.21M
|
273K
$8.89M
|
|
|
Jul 24, 2025
Q2 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
34K+ 62.21% |
$923K - $1.09M
|
88.8K
$2.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
33.6K+ 337.26% |
$910K - $1.07M
|
43.5K
$1.42M
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
28.3K+ 130.64% |
$768K - $905K
|
50K
$1.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
25.7KNew |
$697K - $820K
|
25.7K
$837K
|
|
|
Aug 13, 2025
Q2 2025
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
22.3K+ 1.71% |
$604K - $711K
|
1.33M
$43.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
22K+ 15.94% |
$597K - $703K
|
160K
$5.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
19.1KNew |
$519K - $611K
|
19.1K
$624K
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
18.8K+ 13.14% |
$509K - $599K
|
162K
$5.26M
|
|
|
Aug 04, 2025
Q2 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
16.5K+ 15.66% |
$447K - $526K
|
122K
$3.97M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
15.9KNew |
$431K - $507K
|
15.9K
$518K
|
|
|
Aug 14, 2025
Q2 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
12.7K+ 20.08% |
$343K - $404K
|
75.7K
$2.47M
|
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
12.6KNew |
$341K - $401K
|
12.6K
$410K
|
|
|
Aug 13, 2025
Q2 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
7.22K+ 6.53% |
$196K - $230K
|
118K
$3.83M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
5.46K+ 19.56% |
$148K - $174K
|
33.3K
$1.09M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
2.65K+ 5.01% |
$71.8K - $84.5K
|
55.6K
$1.81M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.36K+ 16.14% |
$63.9K - $75.2K
|
17K
$552K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.18K+ 9.34% |
$59.2K - $69.6K
|
25.5K
$832K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.26K+ 6.42% |
$34.1K - $40.1K
|
20.8K
$678K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.21KNew |
$32.8K - $38.6K
|
1.21K
$39.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.04K+ 0.6% |
$28.3K - $33.3K
|
176K
$5.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.04K+ 10.18% |
$28.2K - $33.3K
|
11.3K
$367K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
436+ 0.67% |
$11.8K - $13.9K
|
65.9K
$2.14M
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
122+ 1.04% |
$3.31K - $3.89K
|
11.9K
$387K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
90+ 7.53% |
$2.44K - $2.87K
|
1.29K
$41.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
39+ 0.07% |
$1.06K - $1.24K
|
55.6K
$1.81M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
25+ 100.0% |
$678 - $798
|
50
$1.63K
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
5+ 0.03% |
$136 - $160
|
14.6K
$476K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2- 0.36% |
$54.2 - $63.8
|
558
$18.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-7- 0.06% |
$190 - $223
|
11.8K
$384K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-13- 0.04% |
$352 - $415
|
36.8K
$1.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-68- 0.35% |
$1.84K - $2.17K
|
19.3K
$628K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-545- 2.04% |
$14.8K - $17.4K
|
26.2K
$854K
|
|
|
Jul 30, 2025
Q2 2025
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-545- 2.37% |
$14.8K - $17.4K
|
22.5K
$732K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.14K- 1.78% |
$30.8K - $36.2K
|
62.7K
$2.04M
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-1.15K- 1.98% |
$31.2K - $36.7K
|
56.8K
$1.85M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-20.8K- 34.92% |
$563K - $663K
|
38.7K
$1.26M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-21.2K- 11.61% |
$575K - $677K
|
162K
$5.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-87.9K- 28.24% |
$2.38M - $2.8M
|
223K
$7.27M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-818K- 66.49% |
$22.2M - $26.1M
|
412K
$13.4M
|