Creative Planning
ZECP icon

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
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 $7.52B AUM 29.01% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
MFG
Menard Financial Group Houston, Texas $143M AUM 27.87% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
CIS
Continental Investors Services Longview, Washington $106M AUM 21.03% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
BWP
Balboa Wealth Partners Scottsdale, Arizona $596M AUM 40.89% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return

Creative Planning's ZECP Position: Q1 2026 in Review

Creative Planning reduced its Zacks Earnings Consistent Portfolio ETF (ZECP) stake by 7.8% in Q1 2026, selling an estimated $281K and leaving 94,746 shares worth $3.21M. The position accounts for ﹤0.01% of the portfolio, ranked #1526.

Creative Planning first reported a position in ZECP in Q1 2025 and has held it in 5 quarters since. The position peaked at $37M in Q1 2025. 71 funds tracked by Wall St. Rank hold ZECP as of Q1 2026.

  • Creative Planning held 94,746 shares of Zacks Earnings Consistent Portfolio ETF worth $3.21M as of Q1 2026.
  • Creative Planning sold 8,005 Zacks Earnings Consistent Portfolio ETF shares in Q1 2026, an estimated $281K.
  • Zacks Earnings Consistent Portfolio ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1526 holding.
  • Creative Planning first reported a position in Zacks Earnings Consistent Portfolio ETF in Q1 2025 and has held it in 5 quarters since.
  • Creative Planning's Zacks Earnings Consistent Portfolio ETF position peaked at $37M in Q1 2025.
  • 71 funds tracked by Wall St. Rank held Zacks Earnings Consistent Portfolio ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.