AssetMark Inc
ZECP icon

AssetMark Inc’s Zacks Earnings Consistent Portfolio ETF ZECP Stock Holding History

AssetMark Inc’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 		– Sell
-262
Closed -$8.86K – 3678
2026
Q1 		$8.86K Buy
+262
New +$9.2K ﹤0.01% 2350

Other funds holding ZECP

Advisory Services Network
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
GeoWealth Management
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
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Arete Wealth Advisors
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
Balboa Wealth Partners
Balboa Wealth Partners Scottsdale, Arizona $734M AUM 55.09% 1-Year Est. Return

AssetMark Inc's ZECP Position: Q2 2026 in Review

AssetMark Inc sold out of Zacks Earnings Consistent Portfolio ETF (ZECP) in Q2 2026, closing a stake of 262 shares — an estimated $8.86K sold.

AssetMark Inc first reported a position in ZECP in Q1 2026 and held it in 1 quarter. The position peaked at $8.86K in Q1 2026. 79 funds tracked by Wall St. Rank hold ZECP as of Q2 2026.

  • AssetMark Inc reported no remaining Zacks Earnings Consistent Portfolio ETF position as of Q2 2026 after selling out during the quarter.
  • AssetMark Inc sold 262 Zacks Earnings Consistent Portfolio ETF shares in Q2 2026, an estimated $8.86K.
  • AssetMark Inc first reported a position in Zacks Earnings Consistent Portfolio ETF in Q1 2026 and held it in 1 quarter.
  • AssetMark Inc's Zacks Earnings Consistent Portfolio ETF position peaked at $8.86K in Q1 2026.
  • 79 funds tracked by Wall St. Rank held Zacks Earnings Consistent Portfolio ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.