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 Q3	–	Sell	-91,373	Closed	-$3.45M	–	1246
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

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

EJMK Ventures Itasca, Illinois $237M AUM 22.43% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Integrity Wealth Partners Walnut Creek, California $129M AUM

Carter Financial Group Barrington, Illinois $196M AUM 20.26% 1-Year Est. Return

Axxcess Wealth Management's ZECP Position: Q3 2026 in Review

Axxcess Wealth Management sold out of Zacks Earnings Consistent Portfolio ETF (ZECP) in Q3 2026, closing a stake of 91,373 shares — an estimated $3.45M sold.

Axxcess Wealth Management first reported a position in ZECP in Q2 2024 and held it in 8 quarters. The position peaked at $8.62M in Q4 2024. 25 funds tracked by Wall St. Rank hold ZECP as of Q3 2026.

Axxcess Wealth Management reported no remaining Zacks Earnings Consistent Portfolio ETF position as of Q3 2026 after selling out during the quarter.
Axxcess Wealth Management sold 91,373 Zacks Earnings Consistent Portfolio ETF shares in Q3 2026, an estimated $3.45M.
Axxcess Wealth Management first reported a position in Zacks Earnings Consistent Portfolio ETF in Q2 2024 and held it in 8 quarters.
Axxcess Wealth Management's Zacks Earnings Consistent Portfolio ETF position peaked at $8.62M in Q4 2024.
25 funds tracked by Wall St. Rank held Zacks Earnings Consistent Portfolio ETF as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.