Purchases and Sales Made in Q3 2025 in Zacks Tr Earnings Constant Por (ZECP)
This table provides information about the institutional ownership of Zacks Tr Earnings Constant Por (ZECP) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
58.8KNew |
$1.88M - $1.98M
|
58.8K
$2M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
52.7KNew |
$1.68M - $1.77M
|
52.7K
$1.79M
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
9.92K+ 8.43% |
$317K - $334K
|
128K
$4.34M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8.06K+ 4.99% |
$257K - $271K
|
170K
$5.77M
|
|
|
Oct 20, 2025
Q3 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
6.09KNew |
$194K - $205K
|
6.09K
$207K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
5.02K+ 9.03% |
$160K - $169K
|
60.6K
$2.06M
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
1.86K+ 3.27% |
$59.3K - $62.5K
|
58.7K
$1.99M
|
|
|
Oct 21, 2025
Q3 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
172+ 0.52% |
$5.49K - $5.79K
|
33.5K
$1.14M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
89New |
$2.84K - $3K
|
89
$3.02K
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-2- 0.16% |
$63.8 - $67.3
|
1.28K
$43.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-1.18K- 8.04% |
$37.5K - $39.6K
|
13.5K
$457K
|
|
|
Oct 27, 2025
Q3 2025
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
SELL
|
- |
-3.62K- 2.36% |
$116K - $122K
|
150K
$5.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-6.19K- 8.17% |
$197K - $208K
|
69.5K
$2.36M
|