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 Q3	$1.3M	Sell	35,157 -1,816	-5%	-$68.7K	0.66%	36
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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 19.27% 1-Year Est. Return

Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 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

Carter Financial Group's ZECP Position: Q3 2026 in Review

Carter Financial Group reduced its Zacks Earnings Consistent Portfolio ETF (ZECP) stake by 4.9% in Q3 2026, selling an estimated $68.7K and leaving 35,157 shares worth $1.3M. The position accounts for 0.66% of the portfolio, ranked #36.

Carter Financial Group first reported a position in ZECP in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.52M in Q3 2025. 41 funds tracked by Wall St. Rank hold ZECP as of Q3 2026.

Carter Financial Group held 35,157 shares of Zacks Earnings Consistent Portfolio ETF worth $1.3M as of Q3 2026.
Carter Financial Group sold 1,816 Zacks Earnings Consistent Portfolio ETF shares in Q3 2026, an estimated $68.7K.
Zacks Earnings Consistent Portfolio ETF made up 0.66% of Carter Financial Group's portfolio in Q3 2026, its #36 holding.
Carter Financial Group first reported a position in Zacks Earnings Consistent Portfolio ETF in Q2 2025 and has held it in 6 quarters since.
Carter Financial Group's Zacks Earnings Consistent Portfolio ETF position peaked at $1.52M in Q3 2025.
41 funds tracked by Wall St. Rank held Zacks Earnings Consistent Portfolio ETF as of Q3 2026.

Based on Carter Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.