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 Q3	$1.3M	Sell	34,951 -27,293	-44%	-$1.03M	0.11%	77
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

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

IWP

Integrity Wealth Partners Walnut Creek, California $129M AUM

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

IWN

Independent Wealth Network Urbandale, Iowa $397M AUM 20.36% 1-Year Est. Return

OceanIQ Capital Palo Alto, California $190M AUM

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Discipline Wealth Solutions's ZECP Position: Q3 2026 in Review

Discipline Wealth Solutions reduced its Zacks Earnings Consistent Portfolio ETF (ZECP) stake by 44% in Q3 2026, selling an estimated $1.03M and leaving 34,951 shares worth $1.3M. The position accounts for 0.11% of the portfolio, ranked #77.

Discipline Wealth Solutions first reported a position in ZECP in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.81M in Q4 2024. 17 funds tracked by Wall St. Rank hold ZECP as of Q3 2026.

Discipline Wealth Solutions held 34,951 shares of Zacks Earnings Consistent Portfolio ETF worth $1.3M as of Q3 2026.
Discipline Wealth Solutions sold 27,293 Zacks Earnings Consistent Portfolio ETF shares in Q3 2026, an estimated $1.03M.
Zacks Earnings Consistent Portfolio ETF made up 0.11% of Discipline Wealth Solutions's portfolio in Q3 2026, its #77 holding.
Discipline Wealth Solutions first reported a position in Zacks Earnings Consistent Portfolio ETF in Q4 2024 and has held it in 8 quarters since.
Discipline Wealth Solutions's Zacks Earnings Consistent Portfolio ETF position peaked at $2.81M in Q4 2024.
17 funds tracked by Wall St. Rank held Zacks Earnings Consistent Portfolio ETF as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.