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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
Q2 		$506K Sell
13,567
-2
-0% -$73 0.03% 358
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 $8.83B AUM 38.5% 1-Year Est. Return
GM
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
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
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

Ethos Financial Group's ZECP Position: Q2 2026 in Review

Ethos Financial Group reduced its Zacks Earnings Consistent Portfolio ETF (ZECP) stake by 0.01% in Q2 2026, selling an estimated $73 and leaving 13,567 shares worth $506K. The position accounts for 0.03% of the portfolio, ranked #358.

Ethos Financial Group first reported a position in ZECP in Q3 2023 and has held it in 12 quarters since. 79 funds tracked by Wall St. Rank hold ZECP as of Q2 2026.

  • Ethos Financial Group held 13,567 shares of Zacks Earnings Consistent Portfolio ETF worth $506K as of Q2 2026.
  • Ethos Financial Group sold 2 Zacks Earnings Consistent Portfolio ETF shares in Q2 2026, an estimated $73.
  • Zacks Earnings Consistent Portfolio ETF made up 0.03% of Ethos Financial Group's portfolio in Q2 2026, its #358 holding.
  • Ethos Financial Group first reported a position in Zacks Earnings Consistent Portfolio ETF in Q3 2023 and has held it in 12 quarters since.
  • 79 funds tracked by Wall St. Rank held Zacks Earnings Consistent Portfolio ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.