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Carter Financial Group’s Zacks Earnings Consistent Portfolio ETF ZECP Stock Holding History

Carter Financial Group’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 		$1.4M Buy
36,973
+631
+2% +$23K 0.72% 32
2026
Q1 		$1.23M Sell
36,342
-1,205
-3% -$42.3K 0.76% 31
2025
Q4 		$1.32M Sell
37,547
-7,778
-17% -$268K 0.78% 29
2025
Q3 		$1.52M Sell
45,325
-1,231
-3% -$40.3K 0.92% 28
2025
Q2 		$1.49M Buy
+46,556
New +$1.4M 0.97% 24

Other funds holding ZECP

GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
NWM
Navigation Wealth Management Fort Collins, Colorado $72.6M AUM 19.86% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AW
Alteri Wealth Westlake Village, California $362M AUM 47.63% 1-Year Est. Return
PPWM
Paragon Private Wealth Management Lexington, Kentucky $383M AUM 36.18% 1-Year Est. Return

Carter Financial Group's ZECP Position: Q2 2026 in Review

Carter Financial Group increased its Zacks Earnings Consistent Portfolio ETF (ZECP) stake by 1.7% in Q2 2026, buying an estimated $23K and bringing the position to 36,973 shares worth $1.4M. The position accounts for 0.72% of the portfolio, ranked #32.

Carter Financial Group first reported a position in ZECP in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.52M in Q3 2025. 35 funds tracked by Wall St. Rank hold ZECP as of Q2 2026.

  • Carter Financial Group held 36,973 shares of Zacks Earnings Consistent Portfolio ETF worth $1.4M as of Q2 2026.
  • Carter Financial Group bought 631 Zacks Earnings Consistent Portfolio ETF shares in Q2 2026, an estimated $23K.
  • Zacks Earnings Consistent Portfolio ETF made up 0.72% of Carter Financial Group's portfolio in Q2 2026, its #32 holding.
  • Carter Financial Group first reported a position in Zacks Earnings Consistent Portfolio ETF in Q2 2025 and has held it in 5 quarters since.
  • Carter Financial Group's Zacks Earnings Consistent Portfolio ETF position peaked at $1.52M in Q3 2025.
  • 35 funds tracked by Wall St. Rank held Zacks Earnings Consistent Portfolio ETF as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.