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Axim Planning & Wealth’s Zacks Earnings Consistent Portfolio ETF ZECP Stock Holding History

Axim Planning & 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 		$561K Sell
14,852
-7,804
-34% -$284K 0.78% 28
2026
Q1 		$766K Buy
22,656
+1,043
+5% +$36.6K 0.93% 13
2025
Q4 		$751K Buy
21,613
+2,561
+13% +$88.3K 0.79% 15
2025
Q3 		$641K Buy
+19,052
New +$624K 0.51% 18

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

Axim Planning & Wealth's ZECP Position: Q2 2026 in Review

Axim Planning & Wealth reduced its Zacks Earnings Consistent Portfolio ETF (ZECP) stake by 34% in Q2 2026, selling an estimated $284K and leaving 14,852 shares worth $561K. The position accounts for 0.78% of the portfolio, ranked #28.

Axim Planning & Wealth first reported a position in ZECP in Q3 2025 and has held it in 4 quarters since. The position peaked at $766K in Q1 2026. 79 funds tracked by Wall St. Rank hold ZECP as of Q2 2026.

  • Axim Planning & Wealth held 14,852 shares of Zacks Earnings Consistent Portfolio ETF worth $561K as of Q2 2026.
  • Axim Planning & Wealth sold 7,804 Zacks Earnings Consistent Portfolio ETF shares in Q2 2026, an estimated $284K.
  • Zacks Earnings Consistent Portfolio ETF made up 0.78% of Axim Planning & Wealth's portfolio in Q2 2026, its #28 holding.
  • Axim Planning & Wealth first reported a position in Zacks Earnings Consistent Portfolio ETF in Q3 2025 and has held it in 4 quarters since.
  • Axim Planning & Wealth's Zacks Earnings Consistent Portfolio ETF position peaked at $766K in Q1 2026.
  • 79 funds tracked by Wall St. Rank held Zacks Earnings Consistent Portfolio ETF as of Q2 2026.

Based on Axim Planning & Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.