AWM
ZECP icon

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
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 $7.52B AUM 29.01% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 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 $1.6B AUM 20.7% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
BWP
Balboa Wealth Partners Scottsdale, Arizona $596M AUM 40.89% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return

Axxcess Wealth Management's ZECP Position: Q1 2026 in Review

Axxcess Wealth Management sold out of Zacks Earnings Consistent Portfolio ETF (ZECP) in Q1 2026, closing a stake of 135,741 shares — an estimated $4.72M sold.

Axxcess Wealth Management first reported a position in ZECP in Q2 2024 and held it in 7 quarters. The position peaked at $8.62M in Q4 2024. 71 funds tracked by Wall St. Rank hold ZECP as of Q1 2026.

  • Axxcess Wealth Management reported no remaining Zacks Earnings Consistent Portfolio ETF position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 135,741 Zacks Earnings Consistent Portfolio ETF shares in Q1 2026, an estimated $4.72M.
  • Axxcess Wealth Management first reported a position in Zacks Earnings Consistent Portfolio ETF in Q2 2024 and held it in 7 quarters.
  • Axxcess Wealth Management's Zacks Earnings Consistent Portfolio ETF position peaked at $8.62M in Q4 2024.
  • 71 funds tracked by Wall St. Rank held Zacks Earnings Consistent Portfolio ETF as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.