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COMPASS FINANCIAL MANAGEMENT LLC’s Zacks Earnings Consistent Portfolio ETF ZECP Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$49.3K Buy
+1,306
New +$47.6K 0.01% 694

Other funds holding ZECP

ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
GM
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
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
SFG
Strive Financial Group Carmel, Indiana $231M AUM
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $3.05B AUM 42.78% 1-Year Est. Return
BWP
Balboa Wealth Partners Scottsdale, Arizona $734M AUM 55.09% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's ZECP Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Zacks Earnings Consistent Portfolio ETF (ZECP) in Q2 2026: 1,306 shares worth $49.3K. The stake represents 0.01% of the portfolio and ranks #694 among its holdings.

73 funds tracked by Wall St. Rank hold ZECP as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 1,306 shares of Zacks Earnings Consistent Portfolio ETF worth $49.3K as of Q2 2026.
  • Zacks Earnings Consistent Portfolio ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Zacks Earnings Consistent Portfolio ETF made up 0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #694 holding.
  • 73 funds tracked by Wall St. Rank held Zacks Earnings Consistent Portfolio ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.