Purchases and Sales Made in Q4 2025 in Zacks Tr Earnings Constant Por (ZECP)
This table provides information about the institutional ownership of Zacks Tr Earnings Constant Por (ZECP) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
20.8K+ 14.29% |
$691K - $724K
|
166K
$5.71M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.92K+ 5529.21% |
$164K - $171K
|
5.01K
$172K
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
4.22K+ 12.58% |
$140K - $147K
|
37.7K
$1.3M
|
|
|
Jan 20, 2026
Q4 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
118+ 0.88% |
$3.92K - $4.11K
|
13.6K
$467K
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
72+ 5.61% |
$2.39K - $2.51K
|
1.36K
$46.6K
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-4.97K- 18.07% |
$165K - $173K
|
22.5K
$775K
|
|