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GeoWealth Management’s Zacks Earnings Consistent Portfolio ETF ZECP Stock Holding History

GeoWealth Management’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 		$27.5M Buy
811,741
+468,956
+137% +$16.5M 0.99% 20
2025
Q4 		$11.9M Buy
342,785
+219,856
+179% +$7.58M 0.44% 34
2025
Q3 		$4.13M Buy
122,929
+79,426
+183% +$2.6M 0.15% 88
2025
Q2 		$1.39M Buy
43,503
+33,554
+337% +$1.01M 0.05% 198
2025
Q1 		$299K Buy
+9,949
New +$308K 0.01% 555

Other funds holding ZECP

ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 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
WF
Wayfinding Financial Lynnwood, Washington $230M AUM 17.64% 1-Year Est. Return

GeoWealth Management's ZECP Position: Q1 2026 in Review

GeoWealth Management increased its Zacks Earnings Consistent Portfolio ETF (ZECP) stake by 137% in Q1 2026, buying an estimated $16.5M and bringing the position to 811,741 shares worth $27.5M. The position accounts for 0.99% of the portfolio, ranked #20.

GeoWealth Management first reported a position in ZECP in Q1 2025 and has held it in 5 quarters since. 71 funds tracked by Wall St. Rank hold ZECP as of Q1 2026.

  • GeoWealth Management held 811,741 shares of Zacks Earnings Consistent Portfolio ETF worth $27.5M as of Q1 2026.
  • GeoWealth Management bought 468,956 Zacks Earnings Consistent Portfolio ETF shares in Q1 2026, an estimated $16.5M.
  • Zacks Earnings Consistent Portfolio ETF made up 0.99% of GeoWealth Management's portfolio in Q1 2026, its #20 holding.
  • GeoWealth Management first reported a position in Zacks Earnings Consistent Portfolio ETF in Q1 2025 and has held it in 5 quarters since.
  • 71 funds tracked by Wall St. Rank held Zacks Earnings Consistent Portfolio ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.