Cornerstone Planning Group’s Zacks Earnings Consistent Portfolio ETF ZECP Stock Holding History

Cornerstone Planning 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	–	Sell	-1,791	Closed	-$66.7K	–	1767
2026 Q2	$66.7K	Hold	1,791	–	–	0.01%	334
2026 Q1	$65.2K	Hold	1,791	–	–	0.01%	337
2025 Q4	$63.3K	Buy	+1,791	New	+$61.8K	0.01%	293
2024 Q3	–	Sell	-1,911	Closed	-$54.1K	–	1382
2024 Q2	$54.1K	Buy	1,911 +672	+54%	+$18.8K	0.02%	187
2024 Q1	$34K	Buy	+1,239	New	+$33.5K	0.01%	219

Other funds holding ZECP

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

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

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

IWP

Integrity Wealth Partners Walnut Creek, California $129M AUM

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

O3W

Omni 360 Wealth Plainsboro, New Jersey $221M AUM 11.86% 1-Year Est. Return

Cornerstone Planning Group's ZECP Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Zacks Earnings Consistent Portfolio ETF (ZECP) in Q3 2026, closing a stake of 1,791 shares — an estimated $66.7K sold.

Cornerstone Planning Group first reported a position in ZECP in Q1 2024 and held it in 5 quarters. The position peaked at $66.7K in Q2 2026. 14 funds tracked by Wall St. Rank hold ZECP as of Q3 2026.

Cornerstone Planning Group reported no remaining Zacks Earnings Consistent Portfolio ETF position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 1,791 Zacks Earnings Consistent Portfolio ETF shares in Q3 2026, an estimated $66.7K.
Cornerstone Planning Group first reported a position in Zacks Earnings Consistent Portfolio ETF in Q1 2024 and held it in 5 quarters.
Cornerstone Planning Group's Zacks Earnings Consistent Portfolio ETF position peaked at $66.7K in Q2 2026.
14 funds tracked by Wall St. Rank held Zacks Earnings Consistent Portfolio ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.