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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
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

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
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
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
VCM
Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Cornerstone Planning Group's ZECP Position: Q2 2026 in Review

Cornerstone Planning Group held its Zacks Earnings Consistent Portfolio ETF (ZECP) position steady in Q2 2026 at 1,791 shares worth $66.7K. The position accounts for 0.01% of the portfolio, ranked #334.

Cornerstone Planning Group first reported a position in ZECP in Q1 2024 and has held it in 5 quarters since. 51 funds tracked by Wall St. Rank hold ZECP as of Q2 2026.

  • Cornerstone Planning Group held 1,791 shares of Zacks Earnings Consistent Portfolio ETF worth $66.7K as of Q2 2026.
  • Cornerstone Planning Group left its Zacks Earnings Consistent Portfolio ETF share count unchanged in Q2 2026.
  • Zacks Earnings Consistent Portfolio ETF made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #334 holding.
  • Cornerstone Planning Group first reported a position in Zacks Earnings Consistent Portfolio ETF in Q1 2024 and has held it in 5 quarters since.
  • 51 funds tracked by Wall St. Rank held Zacks Earnings Consistent Portfolio ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.