Discipline Wealth Solutions’s Zacks Earnings Consistent Portfolio ETF ZECP Stock Holding History

Discipline Wealth Solutions’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	$2.35M	Buy	62,244 +2,211	+4%	+$80.5K	0.21%	60
2026 Q1	$2.03M	Buy	60,033 +1,691	+3%	+$59.4K	0.21%	63
2025 Q4	$2.03M	Sell	58,342 -330	-0.6%	-$11.4K	0.38%	50
2025 Q3	$1.97M	Buy	58,672 +1,858	+3%	+$60.8K	0.52%	41
2025 Q2	$1.81M	Sell	56,814 -1,150	-2%	-$34.7K	0.69%	26
2025 Q1	$1.74M	Sell	57,964 -34,380	-37%	-$1.06M	0.83%	22
2024 Q4	$2.81M	Buy	+92,344	New	+$2.88M	1.3%	14

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

Discipline Wealth Solutions's ZECP Position: Q2 2026 in Review

Discipline Wealth Solutions increased its Zacks Earnings Consistent Portfolio ETF (ZECP) stake by 3.7% in Q2 2026, buying an estimated $80.5K and bringing the position to 62,244 shares worth $2.35M. The position accounts for 0.21% of the portfolio, ranked #60.

Discipline Wealth Solutions first reported a position in ZECP in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.81M in Q4 2024. 79 funds tracked by Wall St. Rank hold ZECP as of Q2 2026.

Discipline Wealth Solutions held 62,244 shares of Zacks Earnings Consistent Portfolio ETF worth $2.35M as of Q2 2026.
Discipline Wealth Solutions bought 2,211 Zacks Earnings Consistent Portfolio ETF shares in Q2 2026, an estimated $80.5K.
Zacks Earnings Consistent Portfolio ETF made up 0.21% of Discipline Wealth Solutions's portfolio in Q2 2026, its #60 holding.
Discipline Wealth Solutions first reported a position in Zacks Earnings Consistent Portfolio ETF in Q4 2024 and has held it in 7 quarters since.
Discipline Wealth Solutions's Zacks Earnings Consistent Portfolio ETF position peaked at $2.81M in Q4 2024.
79 funds tracked by Wall St. Rank held Zacks Earnings Consistent Portfolio ETF as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.