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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
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 $7.52B AUM 29.01% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
MFG
Menard Financial Group Houston, Texas $143M AUM 27.87% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
CIS
Continental Investors Services Longview, Washington $106M AUM 21.03% 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 $596M AUM 40.89% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return

Axim Planning & Wealth's ZECP Position: Q1 2026 in Review

Axim Planning & Wealth increased its Zacks Earnings Consistent Portfolio ETF (ZECP) stake by 4.8% in Q1 2026, buying an estimated $36.6K and bringing the position to 22,656 shares worth $766K. The position accounts for 0.93% of the portfolio, ranked #13.

Axim Planning & Wealth first reported a position in ZECP in Q3 2025 and has held it in 3 quarters since. 71 funds tracked by Wall St. Rank hold ZECP as of Q1 2026.

  • Axim Planning & Wealth held 22,656 shares of Zacks Earnings Consistent Portfolio ETF worth $766K as of Q1 2026.
  • Axim Planning & Wealth bought 1,043 Zacks Earnings Consistent Portfolio ETF shares in Q1 2026, an estimated $36.6K.
  • Zacks Earnings Consistent Portfolio ETF made up 0.93% of Axim Planning & Wealth's portfolio in Q1 2026, its #13 holding.
  • Axim Planning & Wealth first reported a position in Zacks Earnings Consistent Portfolio ETF in Q3 2025 and has held it in 3 quarters since.
  • 71 funds tracked by Wall St. Rank held Zacks Earnings Consistent Portfolio ETF as of Q1 2026.

Based on Axim Planning & Wealth's 13F filing for Q1 2026, filed 14 May 2026.