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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
Q2 		$2.88M Sell
76,345
-1,513
-2% -$55.1K 0.8% 21
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 $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

Alteri Wealth's ZECP Position: Q2 2026 in Review

Alteri Wealth reduced its Zacks Earnings Consistent Portfolio ETF (ZECP) stake by 1.9% in Q2 2026, selling an estimated $55.1K and leaving 76,345 shares worth $2.88M. The position accounts for 0.8% of the portfolio, ranked #21.

Alteri Wealth first reported a position in ZECP in Q1 2025 and has held it in 6 quarters since. 79 funds tracked by Wall St. Rank hold ZECP as of Q2 2026.

  • Alteri Wealth held 76,345 shares of Zacks Earnings Consistent Portfolio ETF worth $2.88M as of Q2 2026.
  • Alteri Wealth sold 1,513 Zacks Earnings Consistent Portfolio ETF shares in Q2 2026, an estimated $55.1K.
  • Zacks Earnings Consistent Portfolio ETF made up 0.8% of Alteri Wealth's portfolio in Q2 2026, its #21 holding.
  • Alteri Wealth first reported a position in Zacks Earnings Consistent Portfolio ETF in Q1 2025 and has held it in 6 quarters since.
  • 79 funds tracked by Wall St. Rank held Zacks Earnings Consistent Portfolio ETF as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.