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Advyzon Investment Management’s Zacks Earnings Consistent Portfolio ETF ZECP Stock Holding History

Advyzon Investment Management’s Portfolio ZECP Stock Details ZECP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.96M Buy
131,478
+13,708
+12% +$499K 0.36% 65
2026
Q1 		$3.98M Buy
117,770
+24,136
+26% +$847K 0.36% 64
2025
Q4 		$3.25M Buy
93,634
+31,424
+51% +$1.08M 0.38% 59
2025
Q3 		$2.09M Buy
62,210
+16,338
+36% +$535K 0.36% 60
2025
Q2 		$1.46M Buy
+45,872
New +$1.38M 0.32% 69

Other funds holding ZECP

ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
MFG
Menard Financial Group Houston, Texas $184M AUM 37.51% 1-Year Est. Return
CIS
Continental Investors Services Longview, Washington $128M AUM 22.81% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
SFG
Strive Financial Group Carmel, Indiana $230M AUM
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
BWP
Balboa Wealth Partners Scottsdale, Arizona $734M AUM 55.09% 1-Year Est. Return

Advyzon Investment Management's ZECP Position: Q2 2026 in Review

Advyzon Investment Management increased its Zacks Earnings Consistent Portfolio ETF (ZECP) stake by 12% in Q2 2026, buying an estimated $499K and bringing the position to 131,478 shares worth $4.96M. The position accounts for 0.36% of the portfolio, ranked #65.

Advyzon Investment Management first reported a position in ZECP in Q2 2025 and has held it in 5 quarters since. 79 funds tracked by Wall St. Rank hold ZECP as of Q2 2026.

  • Advyzon Investment Management held 131,478 shares of Zacks Earnings Consistent Portfolio ETF worth $4.96M as of Q2 2026.
  • Advyzon Investment Management bought 13,708 Zacks Earnings Consistent Portfolio ETF shares in Q2 2026, an estimated $499K.
  • Zacks Earnings Consistent Portfolio ETF made up 0.36% of Advyzon Investment Management's portfolio in Q2 2026, its #65 holding.
  • Advyzon Investment Management first reported a position in Zacks Earnings Consistent Portfolio ETF in Q2 2025 and has held it in 5 quarters since.
  • 79 funds tracked by Wall St. Rank held Zacks Earnings Consistent Portfolio ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.