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

Creative Planning’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	$3.08M	Sell	81,687 -13,059	-14%	-$476K	﹤0.01%	1762
2026 Q1	$3.21M	Sell	94,746 -8,005	-8%	-$281K	﹤0.01%	1526
2025 Q4	$3.57M	Sell	102,751 -67,568	-40%	-$2.33M	﹤0.01%	1248
2025 Q3	$5.73M	Sell	170,319 -241,729	-59%	-$7.91M	﹤0.01%	791
2025 Q2	$13.1M	Sell	412,048 -817,621	-66%	-$24.6M	0.01%	445
2025 Q1	$37M	Buy	+1,229,669	New	+$38.1M	0.03%	210

Other funds holding ZECP

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

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 Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

SFG

Strive Financial Group Carmel, Indiana $230M AUM

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

BWP

Balboa Wealth Partners Scottsdale, Arizona $734M AUM 55.09% 1-Year Est. Return

Creative Planning's ZECP Position: Q2 2026 in Review

Creative Planning reduced its Zacks Earnings Consistent Portfolio ETF (ZECP) stake by 14% in Q2 2026, selling an estimated $476K and leaving 81,687 shares worth $3.08M. The position accounts for ﹤0.01% of the portfolio, ranked #1762.

Creative Planning first reported a position in ZECP in Q1 2025 and has held it in 6 quarters since. The position peaked at $37M in Q1 2025. 79 funds tracked by Wall St. Rank hold ZECP as of Q2 2026.

Creative Planning held 81,687 shares of Zacks Earnings Consistent Portfolio ETF worth $3.08M as of Q2 2026.
Creative Planning sold 13,059 Zacks Earnings Consistent Portfolio ETF shares in Q2 2026, an estimated $476K.
Zacks Earnings Consistent Portfolio ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1762 holding.
Creative Planning first reported a position in Zacks Earnings Consistent Portfolio ETF in Q1 2025 and has held it in 6 quarters since.
Creative Planning's Zacks Earnings Consistent Portfolio ETF position peaked at $37M in Q1 2025.
79 funds tracked by Wall St. Rank held Zacks Earnings Consistent Portfolio ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.