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Get Institutions for : 
Zacks Earnings Consistent Portfolio Etf (ZECP)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 18    1
Total shares held : 
 2,187,821  
% of shares held : 
 2.43%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   5  
Amount of shares held : 
 -683,640  
% of shares held change : 
   -0.76%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 152,627
 6.98%
 
Increased Positions :
8
 270,638
 12.37%
 
Unchanged Positions :
2
 19,372
 0.89%
 
Decreased Positions :
4
-75,656
-3.46%
 
Closed Positions :
3
-1,031,249
-47.14%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Menard Financial Group LLC 1 - 2023-12-31 728,529 $19,029,000 78,994
   ADVISORY SERVICES NETWORK, LLC 77 - 2023-12-31 385,152 $10,060,000 146,463
   Wayfinding Financial LLC 3 - 2023-12-31 343,415 $8,969,000 -5,870
   Accurate Wealth Management LLC 4 - 2023-12-31 294,142 $7,707,000 -76
   Kowal Investment Group LLC 17 - 2024-03-31 123,070 $3,458,000 31,724
   Arete Wealth Advisors LLC 82 *New 2023-12-31 130,058 $3,397,000 130,058
   Private Advisor Group LLC 773 - 2023-12-31 74,522 $1,947,000 -2,401
   LifePro Asset Management 33 - 2023-12-31 48,706 $1,272,000 5,880
   CONTINENTAL INVESTORS SERVICES INC. 14 - 2023-12-31 30,686 $802,000 11,502
   Ethos Financial Group LLC 123 - 2023-12-31 19,372 $506,000 0
   Ignite Planners LLC 168 - 2024-03-31 15,213 $426,000 4,348
   EQIS CAPITAL MANAGEMENT, INC. 590 *New 2023-12-31 11,702 $306,000 11,702
   Nelson Van Denburg & Campbell Wealth Management Gr 463 - 2023-12-31 10,850 $283,000 -67,309
   GTS SECURITIES LLC 1272 - 2023-12-31 7,875 $206,000 7,875
   Raleigh Capital Management Inc. 247 - 2023-12-31 2,639 $69,000 19
   HARBOUR INVESTMENTS INC. 2138 - 2023-12-31 400 $10,000 200
   UBS Group AG 6370 - 2023-12-31 199 $5,000 199
   ZACKS INVESTMENT MANAGEMENT 615 *Closed 2023-12-31 0 $0 -975,430
   CITADEL ADVISORS LLC 5578 *Closed 2023-12-31 0 $0 -20,332
   PROEQUITIES INC. 2900 - 2023-12-31 0 $0 0
   DHJJ Financial Advisors Ltd. 663 *New 2024-03-31 2 $0 2
   MORGAN STANLEY 7463 *New 2023-12-31 2 $0 2
   Castle Rock Wealth Management LLC 236 *Closed 2023-12-31 0 $0 -35,487
  23 Records found
  1    
  Page 1 of 1
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