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 Q3	$6.08M	Sell	163,953 -18,838	-10%	-$712K	0.81%	24
2026 Q2	$6.9M	Buy	182,791 +196	+0.1%	+$7.14K	0.94%	21
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

Koshinski Asset Management Decatur, Illinois $1.91B AUM 20.79% 1-Year Est. Return

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

Virtue Capital Management Brentwood, Tennessee $768M AUM 30.82% 1-Year Est. Return

Navigation Wealth Management Fort Collins, Colorado $66.1M AUM 12.42% 1-Year Est. Return

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

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

Balboa Wealth Partners's ZECP Position: Q3 2026 in Review

Balboa Wealth Partners reduced its Zacks Earnings Consistent Portfolio ETF (ZECP) stake by 10% in Q3 2026, selling an estimated $712K and leaving 163,953 shares worth $6.08M. The position accounts for 0.81% of the portfolio, ranked #24.

Balboa Wealth Partners first reported a position in ZECP in Q2 2024 and has held it in 10 quarters since. The position peaked at $6.9M in Q2 2026. 35 funds tracked by Wall St. Rank hold ZECP as of Q3 2026.

Balboa Wealth Partners held 163,953 shares of Zacks Earnings Consistent Portfolio ETF worth $6.08M as of Q3 2026.
Balboa Wealth Partners sold 18,838 Zacks Earnings Consistent Portfolio ETF shares in Q3 2026, an estimated $712K.
Zacks Earnings Consistent Portfolio ETF made up 0.81% of Balboa Wealth Partners's portfolio in Q3 2026, its #24 holding.
Balboa Wealth Partners first reported a position in Zacks Earnings Consistent Portfolio ETF in Q2 2024 and has held it in 10 quarters since.
Balboa Wealth Partners's Zacks Earnings Consistent Portfolio ETF position peaked at $6.9M in Q2 2026.
35 funds tracked by Wall St. Rank held Zacks Earnings Consistent Portfolio ETF as of Q3 2026.

Based on Balboa Wealth Partners's 13F filing for Q3 2026, filed 20 Oct 2026.