Balboa Wealth Partners’s Zacks Earnings Consistent Portfolio ETF ZECP Stock Holding History

Balboa Wealth Partners’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	$6.18M	Buy	182,595 +16,502	+10%	+$579K	1.04%	18
2025 Q4	$5.77M	Buy	166,093 +20,768	+14%	+$716K	0.95%	22
2025 Q3	$4.89M	Sell	145,325 -16,303	-10%	-$534K	0.84%	25
2025 Q2	$5.16M	Buy	161,628 +18,772	+13%	+$566K	1.03%	20
2025 Q1	$4.3M	Sell	142,856 -31,320	-18%	-$969K	1.04%	20
2024 Q4	$5.3M	Buy	174,176 +59,712	+52%	+$1.86M	1.21%	12
2024 Q3	$3.53M	Buy	114,464 +9,600	+9%	+$286K	0.88%	17
2024 Q2	$3.03M	Buy	+104,864	New	+$2.93M	0.8%	19

Other funds holding ZECP

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

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

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 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

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

Wayfinding Financial Lynnwood, Washington $230M AUM 17.64% 1-Year Est. Return

Balboa Wealth Partners's ZECP Position: Q1 2026 in Review

Balboa Wealth Partners increased its Zacks Earnings Consistent Portfolio ETF (ZECP) stake by 9.9% in Q1 2026, buying an estimated $579K and bringing the position to 182,595 shares worth $6.18M. The position accounts for 1.04% of the portfolio, ranked #18.

Balboa Wealth Partners first reported a position in ZECP in Q2 2024 and has held it in 8 quarters since. 71 funds tracked by Wall St. Rank hold ZECP as of Q1 2026.

Balboa Wealth Partners held 182,595 shares of Zacks Earnings Consistent Portfolio ETF worth $6.18M as of Q1 2026.
Balboa Wealth Partners bought 16,502 Zacks Earnings Consistent Portfolio ETF shares in Q1 2026, an estimated $579K.
Zacks Earnings Consistent Portfolio ETF made up 1.04% of Balboa Wealth Partners's portfolio in Q1 2026, its #18 holding.
Balboa Wealth Partners first reported a position in Zacks Earnings Consistent Portfolio ETF in Q2 2024 and has held it in 8 quarters since.
71 funds tracked by Wall St. Rank held Zacks Earnings Consistent Portfolio ETF as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.