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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
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 $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

Discipline Wealth Solutions's ZECP Position: Q1 2026 in Review

Discipline Wealth Solutions increased its Zacks Earnings Consistent Portfolio ETF (ZECP) stake by 2.9% in Q1 2026, buying an estimated $59.4K and bringing the position to 60,033 shares worth $2.03M. The position accounts for 0.21% of the portfolio, ranked #63.

Discipline Wealth Solutions first reported a position in ZECP in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.81M in Q4 2024. 71 funds tracked by Wall St. Rank hold ZECP as of Q1 2026.

  • Discipline Wealth Solutions held 60,033 shares of Zacks Earnings Consistent Portfolio ETF worth $2.03M as of Q1 2026.
  • Discipline Wealth Solutions bought 1,691 Zacks Earnings Consistent Portfolio ETF shares in Q1 2026, an estimated $59.4K.
  • Zacks Earnings Consistent Portfolio ETF made up 0.21% of Discipline Wealth Solutions's portfolio in Q1 2026, its #63 holding.
  • Discipline Wealth Solutions first reported a position in Zacks Earnings Consistent Portfolio ETF in Q4 2024 and has held it in 6 quarters since.
  • Discipline Wealth Solutions's Zacks Earnings Consistent Portfolio ETF position peaked at $2.81M in Q4 2024.
  • 71 funds tracked by Wall St. Rank held Zacks Earnings Consistent Portfolio ETF as of Q1 2026.

Based on Discipline Wealth Solutions's 13F filing for Q1 2026, filed 17 Apr 2026.