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Alteri Wealth’s Zacks Earnings Consistent Portfolio ETF ZECP Stock Holding History

Alteri Wealth’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
Q1 		$2.63M Sell
77,858
-358
-0.5% -$12.6K 0.85% 20
2025
Q4 		$2.72M Buy
78,216
+2,070
+3% +$71.4K 0.88% 20
2025
Q3 		$2.56M Buy
76,146
+26,101
+52% +$854K 0.88% 19
2025
Q2 		$1.6M Buy
50,045
+28,347
+131% +$854K 0.62% 29
2025
Q1 		$653K Buy
+21,698
New +$672K 0.29% 82

Other funds holding ZECP

ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 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
CIS
Continental Investors Services Longview, Washington $106M AUM 21.03% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
BWP
Balboa Wealth Partners Scottsdale, Arizona $596M AUM 40.89% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return

Alteri Wealth's ZECP Position: Q1 2026 in Review

Alteri Wealth reduced its Zacks Earnings Consistent Portfolio ETF (ZECP) stake by 0.46% in Q1 2026, selling an estimated $12.6K and leaving 77,858 shares worth $2.63M. The position accounts for 0.85% of the portfolio, ranked #20.

Alteri Wealth first reported a position in ZECP in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.72M in Q4 2025. 71 funds tracked by Wall St. Rank hold ZECP as of Q1 2026.

  • Alteri Wealth held 77,858 shares of Zacks Earnings Consistent Portfolio ETF worth $2.63M as of Q1 2026.
  • Alteri Wealth sold 358 Zacks Earnings Consistent Portfolio ETF shares in Q1 2026, an estimated $12.6K.
  • Zacks Earnings Consistent Portfolio ETF made up 0.85% of Alteri Wealth's portfolio in Q1 2026, its #20 holding.
  • Alteri Wealth first reported a position in Zacks Earnings Consistent Portfolio ETF in Q1 2025 and has held it in 5 quarters since.
  • Alteri Wealth's Zacks Earnings Consistent Portfolio ETF position peaked at $2.72M in Q4 2025.
  • 71 funds tracked by Wall St. Rank held Zacks Earnings Consistent Portfolio ETF as of Q1 2026.

Based on Alteri Wealth's 13F filing for Q1 2026, filed 6 May 2026.