Allworth Financial
ZECP icon

Allworth Financial’s Zacks Earnings Consistent Portfolio ETF ZECP Stock Holding History

Allworth Financial’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
Q3 		$37.5K Hold
994
– – ﹤0.01% 2856
2026
Q2 		$37.5K Buy
+994
New +$36.2K ﹤0.01% 2727
2025
Q4 		– Sell
-2,799
Closed -$94.1K – 5315
2025
Q3 		$94.1K Buy
+2,799
New +$91.6K ﹤0.01% 1718

Other funds holding ZECP

Menard Financial Group
Menard Financial Group Houston, Texas $202M AUM 29.6% 1-Year Est. Return
CIS
Continental Investors Services Longview, Washington $133M AUM 13.39% 1-Year Est. Return
GeoWealth Management
GeoWealth Management Chicago, Illinois $2.98B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.91B AUM 20.79% 1-Year Est. Return
Strive Financial Group
Strive Financial Group Carmel, Indiana $316M AUM 17.91% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
Virtue Capital Management
Virtue Capital Management Brentwood, Tennessee $768M AUM 30.82% 1-Year Est. Return
Navigation Wealth Management
Navigation Wealth Management Fort Collins, Colorado $66.1M AUM 12.42% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.27% 1-Year Est. Return

Allworth Financial's ZECP Position: Q3 2026 in Review

Allworth Financial held its Zacks Earnings Consistent Portfolio ETF (ZECP) position steady in Q3 2026 at 994 shares worth $37.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2856.

Allworth Financial first reported a position in ZECP in Q3 2025 and has held it in 3 quarters since. The position peaked at $94.1K in Q3 2025. 65 funds tracked by Wall St. Rank hold ZECP as of Q3 2026.

  • Allworth Financial held 994 shares of Zacks Earnings Consistent Portfolio ETF worth $37.5K as of Q3 2026.
  • Allworth Financial left its Zacks Earnings Consistent Portfolio ETF share count unchanged in Q3 2026.
  • Zacks Earnings Consistent Portfolio ETF made up ﹤0.01% of Allworth Financial's portfolio in Q3 2026, its #2856 holding.
  • Allworth Financial first reported a position in Zacks Earnings Consistent Portfolio ETF in Q3 2025 and has held it in 3 quarters since.
  • Allworth Financial's Zacks Earnings Consistent Portfolio ETF position peaked at $94.1K in Q3 2025.
  • 65 funds tracked by Wall St. Rank held Zacks Earnings Consistent Portfolio ETF as of Q3 2026.

Based on Allworth Financial's 13F filing for Q3 2026, filed 6 Nov 2026.