Separate the three disclosure sources
Recent institutional filing receipts
Zacks Earnings Consistent Portfolio ETF: source evidence dated 2026-10-10T12:08:28.848Z.
- Manager
- Strive Financial Group ,LLC
- Report period
- 2026-06-30
- Available
- 2026-08-18
- Reported shares
- 299,705
- Value (USD)
- $11,310,867
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
Is this an insider transaction, 13F holding, or Congressional event?
Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.
13F 0002090040-26-000010Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.
Read ZECP fundamentals
Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.
Read ZECP fundamentalsKeep reporting dates and units beside the answer, and inspect its original citations.
Recent Form 4 activity
No matching purchases, sales or awards were returned in this 90-day public filing window.
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90-day public availability window, up to 50 records.
Recent institutional filing receipts
See the complete recent institutional filing receipts
These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.
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| Strive Financial Group ,LLC | 2026-06-30 | 2026-08-18 | 299,705 | $11,310,867 | None |
| Advyzon Investment Management, LLC | 2026-06-30 | 2026-08-15 | 55,227 | $2,084,275 | None |
| Advyzon Investment Management, LLC | 2026-06-30 | 2026-08-15 | 76,251 | $2,877,721 | None |
| Axim Planning & Wealth | 2026-06-30 | 2026-08-15 | 14,852 | $560,514 | None |
| Ameritas Advisory Services, LLC | 2026-06-30 | 2026-08-15 | 1,041 | $39,287 | None |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2026-06-30 | 2026-08-15 | 21,118 | $796,993 | None |
| IHT Wealth Management, LLC | 2026-06-30 | 2026-08-15 | 19,829 | $748,346 | None |
| BANK OF AMERICA CORP /DE/ | 2026-06-30 | 2026-08-15 | 60,961 | $2,300,668 | None |
| BANK OF AMERICA CORP /DE/ | 2026-06-30 | 2026-08-15 | 10,094 | $380,948 | None |
| Wayfinding Financial, LLC | 2026-06-30 | 2026-08-14 | 59,051 | $2,228,000 | None |
| Sanctuary Advisors, LLC | 2026-06-30 | 2026-08-14 | 5,400 | $203,796 | None |
| CONTINENTAL INVESTORS SERVICES, INC. | 2026-06-30 | 2026-08-14 | 591,061 | $22,880,815 | None |
| UBS Group AG | 2026-06-30 | 2026-08-14 | 1,738 | $65,592 | None |
| Arete Wealth Advisors, LLC | 2026-06-30 | 2026-08-14 | 251,786 | $7,788,969 | None |
| Creative Planning | 2026-06-30 | 2026-08-14 | 81,687 | $3,082,850 | None |
| MORGAN STANLEY | 2026-06-30 | 2026-08-14 | 1 | $51 | None |
| OceanIQ Capital, LLC | 2026-06-30 | 2026-08-13 | 19,339 | $744,938 | None |
| COMPASS FINANCIAL MANAGEMENT LLC | 2026-06-30 | 2026-08-13 | 1,306 | $49,288 | None |
| M1 Capital Management LLC | 2026-06-30 | 2026-08-13 | 157,364 | $5,938,926 | None |
| Advisory Services Network, LLC | 2026-06-30 | 2026-08-13 | 17,510 | $660,837 | None |
| Advisory Services Network, LLC | 2026-06-30 | 2026-08-13 | 1,239,379 | $46,774,156 | None |
| Faithward Advisors, LLC | 2026-06-30 | 2026-08-13 | 49,924 | $1,884,132 | None |
| Summit Financial, LLC | 2026-06-30 | 2026-08-13 | 18,798 | $709,437 | None |
| Madison Wealth Partners, Inc | 2026-06-30 | 2026-08-13 | 9,806 | $370,078 | None |
| HARBOUR INVESTMENTS, INC. | 2026-06-30 | 2026-08-13 | 15,364 | $579,837 | None |
| Vise Technologies, Inc. | 2026-06-30 | 2026-08-12 | 7,743 | $292,221 | None |
| Arete Wealth Advisors, LLC | 2025-12-31 | 2026-08-12 | 224,645 | $7,808,693 | None |
| Arete Wealth Advisors, LLC | 2026-06-30 | 2026-08-12 | 251,786 | $7,788,969 | None |
| Allworth Financial LP | 2026-06-30 | 2026-08-12 | 994 | $37,514 | None |
| Rothschild Wealth LLC | 2026-06-30 | 2026-08-12 | 88,824 | $3,352,218 | None |
| MERCER GLOBAL ADVISORS INC /ADV | 2026-06-30 | 2026-08-12 | 2,668 | $100,690 | None |
| Advisory Advocates, LLC | 2026-06-30 | 2026-08-11 | 15,323 | $578,290 | None |
| Empirical Asset Management, LLC | 2026-06-30 | 2026-08-11 | 15,556 | $587,088 | None |
| Balboa Wealth Partners | 2026-06-30 | 2026-08-11 | 182,791 | $6,898,532 | None |
| Arax Advisory Partners | 2026-06-30 | 2026-08-11 | 10,387 | $392,006 | None |
| Vantus Wealth LLC | 2026-06-30 | 2026-08-08 | 26,790 | $1,011,055 | None |
| Ethos Financial Group, LLC | 2026-06-30 | 2026-08-08 | 13,567 | $506,464 | None |
| Luminist Capital LLC | 2026-06-30 | 2026-08-08 | 4 | $151 | None |
| Menard Financial Group LLC | 2026-06-30 | 2026-08-08 | 793,555 | $29,948,766 | None |
| LPL Financial LLC | 2026-06-30 | 2026-08-08 | 225,821 | $8,522,493 | None |
| PNC Financial Services Group, Inc. | 2026-06-30 | 2026-08-08 | 2,992 | $112,918 | None |
| EJMK Ventures LLC | 2026-06-30 | 2026-08-07 | 72,000 | $2,717,280 | None |
| Focus Partners Advisor Solutions, LLC | 2026-06-30 | 2026-08-07 | 7,302 | $275,577 | None |
| VERUS CAPITAL PARTNERS, LLC | 2026-06-30 | 2026-08-07 | 7,879 | $297,353 | None |
| Global Retirement Partners, LLC | 2026-06-30 | 2026-08-07 | 533 | $20,115 | None |
| Simplicity Wealth,LLC | 2026-06-30 | 2026-08-07 | 50,670 | $1,912,286 | None |
| Virtue Capital Management, LLC | 2026-06-30 | 2026-08-06 | 166,152 | $6,270,576 | None |
| Strive Financial Group ,LLC | 2026-06-30 | 2026-08-05 | 299,705 | $11,310,867 | None |
| Rossby Financial, LCC | 2026-06-30 | 2026-08-05 | 27,082 | $1,022,075 | None |
| PKS Advisory Services, LLC | 2026-06-30 | 2026-08-05 | 58,396 | $2,203,865 | None |
No matching rows. Clear the filter to see all records.
90-day public filing window, up to 50 source positions.
Recent Congressional disclosures
No matching Congressional transactions were returned in this source preview.
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How to read the disclosure dates
The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.
Company insiders
SEC Form 4 purchases, sales and awards report transactions and their public filing availability.
Institutional managers
13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.
Congressional filers
Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.
Read the transaction codes
Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.