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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
159KNew |
$5.07M - $5.35M
|
159K
$5.46M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
86.3K+ 337.81% |
$2.75M - $2.9M
|
112K
$3.85M
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
79.4K+ 182.58% |
$2.54M - $2.67M
|
123K
$4.23M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
58.8KNew |
$1.88M - $1.98M
|
58.8K
$2.02M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
52.7KNew |
$1.68M - $1.77M
|
52.7K
$1.81M
|
|
|
Nov 12, 2025
Q3 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
50.8K+ 57.26% |
$1.62M - $1.71M
|
140K
$4.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
49K+ 40.28% |
$1.57M - $1.65M
|
171K
$5.87M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
42.4K+ 3.46% |
$1.35M - $1.43M
|
1.27M
$43.7M
|
|
|
Nov 19, 2025
Q3 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
40.7KNew |
$1.3M - $1.37M
|
40.7K
$1.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
28.4K+ 110.54% |
$907K - $956K
|
54.1K
$1.86M
|
|
|
Nov 14, 2025
Q3 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
27.5KNew |
$879K - $926K
|
27.5K
$946K
|
|
|
Nov 10, 2025
Q3 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
26.1K+ 52.16% |
$833K - $879K
|
76.1K
$2.62M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
22.3KNew |
$712K - $751K
|
22.3K
$768K
|
|
|
Nov 05, 2025
Q3 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
19.1KNew |
$608K - $641K
|
19.1K
$655K
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
16.3K+ 35.62% |
$522K - $550K
|
62.2K
$2.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
16.2KNew |
$517K - $545K
|
16.2K
$557K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
13.3K+ 2.93% |
$425K - $449K
|
468K
$16.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10KNew |
$319K - $337K
|
10K
$344K
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
9.92K+ 8.43% |
$317K - $334K
|
128K
$4.39M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8.06K+ 4.99% |
$257K - $271K
|
170K
$5.84M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.31KNew |
$233K - $246K
|
7.31K
$251K
|
|
|
Oct 20, 2025
Q3 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
6.09KNew |
$194K - $205K
|
6.09K
$209K
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.91K+ 2.64% |
$188K - $199K
|
229K
$7.88M
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
5.02K+ 9.03% |
$160K - $169K
|
60.6K
$2.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.24K+ 25.04% |
$135K - $143K
|
21.2K
$729K
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.9K+ 10.08% |
$125K - $131K
|
42.6K
$1.47M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
2.8KNew |
$89.3K - $94.2K
|
2.8K
$96.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
1.86K+ 3.27% |
$59.3K - $62.5K
|
58.7K
$2.02M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.16K+ 1.85% |
$37K - $39K
|
63.8K
$2.19M
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
801+ 6.75% |
$25.6K - $27K
|
12.7K
$436K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
721New |
$23K - $24.3K
|
721
$24.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
701+ 175.25% |
$22.4K - $23.6K
|
1.1K
$37.9K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
327+ 1.7% |
$10.4K - $11K
|
19.6K
$674K
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
264+ 1.27% |
$8.43K - $8.89K
|
21.1K
$725K
|
|
|
Nov 13, 2025
Q3 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
184+ 0.11% |
$5.87K - $6.19K
|
160K
$5.52M
|
|
|
Oct 21, 2025
Q3 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
172+ 0.52% |
$5.49K - $5.79K
|
33.5K
$1.15M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
89New |
$2.84K - $3K
|
89
$3.06K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$31.9 - $33.7
|
1
$34.4
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-2- 0.16% |
$63.8 - $67.3
|
1.28K
$44.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-272- 2.41% |
$8.68K - $9.16K
|
11K
$379K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-293- 52.51% |
$9.35K - $9.86K
|
265
$9.11K
|
|
|
Nov 06, 2025
Q3 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-952- 7.57% |
$30.4K - $32K
|
11.6K
$400K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-1.18K- 8.04% |
$37.5K - $39.6K
|
13.5K
$463K
|
|
|
Nov 14, 2025
Q3 2025
|
Carter Financial Group, Inc.
Barrington, IL |
SELL
|
- |
-1.23K- 2.64% |
$39.3K - $41.4K
|
45.3K
$1.56M
|
|
|
Nov 14, 2025
Q3 2025
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-1.6K- 7.12% |
$51K - $53.8K
|
20.9K
$718K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.74K- 2.64% |
$55.5K - $58.5K
|
64.1K
$2.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.83K- 6.99% |
$58.5K - $61.7K
|
24.4K
$839K
|
|
|
Oct 27, 2025
Q3 2025
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
SELL
|
- |
-3.62K- 2.36% |
$116K - $122K
|
150K
$5.16M
|
|
|
Nov 14, 2025
Q3 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-5.48K- 2.01% |
$175K - $184K
|
267K
$9.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-6.19K- 8.17% |
$197K - $208K
|
69.5K
$2.39M
|
|