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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
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

ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
MFG
Menard Financial Group Houston, Texas $143M AUM 27.87% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
CIS
Continental Investors Services Longview, Washington $106M AUM 21.03% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
BWP
Balboa Wealth Partners Scottsdale, Arizona $596M AUM 40.89% 1-Year Est. Return

Allworth Financial's ZECP Position: Q4 2025 in Review

Allworth Financial sold out of Zacks Earnings Consistent Portfolio ETF (ZECP) in Q4 2025, closing a stake of 2,799 shares — an estimated $94.1K sold.

Allworth Financial first reported a position in ZECP in Q3 2025 and held it in 1 quarter. The position peaked at $94.1K in Q3 2025. 68 funds tracked by Wall St. Rank hold ZECP as of Q4 2025.

  • Allworth Financial reported no remaining Zacks Earnings Consistent Portfolio ETF position as of Q4 2025 after selling out during the quarter.
  • Allworth Financial sold 2,799 Zacks Earnings Consistent Portfolio ETF shares in Q4 2025, an estimated $94.1K.
  • Allworth Financial first reported a position in Zacks Earnings Consistent Portfolio ETF in Q3 2025 and held it in 1 quarter.
  • Allworth Financial's Zacks Earnings Consistent Portfolio ETF position peaked at $94.1K in Q3 2025.
  • 68 funds tracked by Wall St. Rank held Zacks Earnings Consistent Portfolio ETF as of Q4 2025.

Based on Allworth Financial's 13F filing for Q4 2025, filed 5 Feb 2026.