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Atria Investments’s Zacks Earnings Consistent Portfolio ETF ZECP Stock Holding History

Atria Investments’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 		– Sell
-24,477
Closed -$851K – 2171
2025
Q4 		$851K Buy
24,477
+84
+0.3% +$2.9K 0.01% 1160
2025
Q3 		$820K Sell
24,393
-1,834
-7% -$60K 0.01% 1155
2025
Q2 		$837K Sell
26,227
-545
-2% -$16.4K 0.01% 1138
2025
Q1 		$806K Buy
26,772
+933
+4% +$28.9K 0.01% 1100
2024
Q4 		$787K Buy
25,839
+3,124
+14% +$97.6K 0.01% 1108
2024
Q3 		$700K Sell
22,715
-96
-0.4% -$2.86K 0.01% 1158
2024
Q2 		$658K Buy
+22,811
New +$638K 0.01% 1165

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
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 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
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
BWP
Balboa Wealth Partners Scottsdale, Arizona $734M AUM 55.09% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return

Atria Investments's ZECP Position: Q1 2026 in Review

Atria Investments sold out of Zacks Earnings Consistent Portfolio ETF (ZECP) in Q1 2026, closing a stake of 24,477 shares — an estimated $851K sold.

Atria Investments first reported a position in ZECP in Q2 2024 and held it in 7 quarters. The position peaked at $851K in Q4 2025. 71 funds tracked by Wall St. Rank hold ZECP as of Q1 2026.

  • Atria Investments reported no remaining Zacks Earnings Consistent Portfolio ETF position as of Q1 2026 after selling out during the quarter.
  • Atria Investments sold 24,477 Zacks Earnings Consistent Portfolio ETF shares in Q1 2026, an estimated $851K.
  • Atria Investments first reported a position in Zacks Earnings Consistent Portfolio ETF in Q2 2024 and held it in 7 quarters.
  • Atria Investments's Zacks Earnings Consistent Portfolio ETF position peaked at $851K in Q4 2025.
  • 71 funds tracked by Wall St. Rank held Zacks Earnings Consistent Portfolio ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.