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 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

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

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 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 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

NWM

Navigation Wealth Management Fort Collins, Colorado $72.6M AUM 19.86% 1-Year Est. Return

Balboa Wealth Partners's ZECP Position: Q2 2026 in Review

Balboa Wealth Partners increased its Zacks Earnings Consistent Portfolio ETF (ZECP) stake by 0.11% in Q2 2026, buying an estimated $7.14K and bringing the position to 182,791 shares worth $6.9M. The position accounts for 0.94% of the portfolio, ranked #21.

Balboa Wealth Partners first reported a position in ZECP in Q2 2024 and has held it in 9 quarters since. 79 funds tracked by Wall St. Rank hold ZECP as of Q2 2026.

Balboa Wealth Partners held 182,791 shares of Zacks Earnings Consistent Portfolio ETF worth $6.9M as of Q2 2026.
Balboa Wealth Partners bought 196 Zacks Earnings Consistent Portfolio ETF shares in Q2 2026, an estimated $7.14K.
Zacks Earnings Consistent Portfolio ETF made up 0.94% of Balboa Wealth Partners's portfolio in Q2 2026, its #21 holding.
Balboa Wealth Partners first reported a position in Zacks Earnings Consistent Portfolio ETF in Q2 2024 and has held it in 9 quarters since.
79 funds tracked by Wall St. Rank held Zacks Earnings Consistent Portfolio ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.