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

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Menard Financial Group Houston, Texas $143M AUM 27.87% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

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

TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return

Balboa Wealth Partners Scottsdale, Arizona $596M AUM 40.89% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return

Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return