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Ethos Financial Group’s Zacks Earnings Consistent Portfolio ETF ZECP Stock Holding History

Ethos Financial Group’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 		$459K Hold
13,569
– – 0.03% 325
2025
Q4 		$475K Buy
13,569
+118
+0.9% +$4.07K 0.04% 298
2025
Q3 		$452K Sell
13,451
-1,176
-8% -$38.5K 0.04% 285
2025
Q2 		$467K Buy
14,627
+5
+0% +$151 0.04% 276
2025
Q1 		$448K Hold
14,622
– – 0.04% 249
2024
Q4 		$448K Buy
14,622
+177
+1% +$5.53K 0.06% 171
2024
Q3 		$445K Sell
14,445
-724
-5% -$21.6K 0.07% 148
2024
Q2 		$438K Sell
15,169
-5
-0% -$140 0.08% 149
2024
Q1 		$426K Sell
15,174
-4,198
-22% -$113K 0.08% 164
2023
Q4 		$506K Hold
19,372
– – 0.11% 139
2023
Q3 		$465K Buy
+19,372
New +$484K 0.12% 99

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

Ethos Financial Group's ZECP Position: Q1 2026 in Review

Ethos Financial Group held its Zacks Earnings Consistent Portfolio ETF (ZECP) position steady in Q1 2026 at 13,569 shares worth $459K. The position accounts for 0.03% of the portfolio, ranked #325.

Ethos Financial Group first reported a position in ZECP in Q3 2023 and has held it in 11 quarters since. The position peaked at $506K in Q4 2023. 71 funds tracked by Wall St. Rank hold ZECP as of Q1 2026.

  • Ethos Financial Group held 13,569 shares of Zacks Earnings Consistent Portfolio ETF worth $459K as of Q1 2026.
  • Ethos Financial Group left its Zacks Earnings Consistent Portfolio ETF share count unchanged in Q1 2026.
  • Zacks Earnings Consistent Portfolio ETF made up 0.03% of Ethos Financial Group's portfolio in Q1 2026, its #325 holding.
  • Ethos Financial Group first reported a position in Zacks Earnings Consistent Portfolio ETF in Q3 2023 and has held it in 11 quarters since.
  • Ethos Financial Group's Zacks Earnings Consistent Portfolio ETF position peaked at $506K in Q4 2023.
  • 71 funds tracked by Wall St. Rank held Zacks Earnings Consistent Portfolio ETF as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.