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Axxcess Wealth Management’s Zacks Earnings Consistent Portfolio ETF ZECP Stock Holding History

Axxcess Wealth Management’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 		$3.45M Buy
+91,373
New +$3.33M 0.05% 300
2026
Q1 		– Sell
-135,741
Closed -$4.72M – 1026
2025
Q4 		$4.72M Sell
135,741
-4,610
-3% -$159K 0.08% 220
2025
Q3 		$4.72M Sell
140,351
-35,887
-20% -$1.17M 0.1% 167
2025
Q2 		$5.62M Buy
176,238
+1,043
+0.6% +$31.4K 0.13% 137
2025
Q1 		$5.27M Sell
175,195
-107,919
-38% -$3.34M 0.14% 128
2024
Q4 		$8.62M Buy
283,114
+6,393
+2% +$200K 0.21% 89
2024
Q3 		$8.53M Sell
276,721
-17,254
-6% -$514K 0.21% 88
2024
Q2 		$8.48M Buy
+293,975
New +$8.23M 0.22% 83

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

Axxcess Wealth Management's ZECP Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Zacks Earnings Consistent Portfolio ETF (ZECP) in Q2 2026: 91,373 shares worth $3.45M. The stake represents 0.05% of the portfolio and ranks #300 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in ZECP as recently as Q4 2025.

Axxcess Wealth Management first reported a position in ZECP in Q2 2024 and has held it in 8 quarters since. The position peaked at $8.62M in Q4 2024. 79 funds tracked by Wall St. Rank hold ZECP as of Q2 2026.

  • Axxcess Wealth Management held 91,373 shares of Zacks Earnings Consistent Portfolio ETF worth $3.45M as of Q2 2026.
  • Zacks Earnings Consistent Portfolio ETF was a new Axxcess Wealth Management position in Q2 2026.
  • Zacks Earnings Consistent Portfolio ETF made up 0.05% of Axxcess Wealth Management's portfolio in Q2 2026, its #300 holding.
  • Axxcess Wealth Management first reported a position in Zacks Earnings Consistent Portfolio ETF in Q2 2024 and has held it in 8 quarters since.
  • Axxcess Wealth Management's Zacks Earnings Consistent Portfolio ETF position peaked at $8.62M in Q4 2024.
  • 79 funds tracked by Wall St. Rank held Zacks Earnings Consistent Portfolio ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.