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

Independent 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 		$983K Buy
26,053
+1,090
+4% +$39.7K 0.02% 695
2026
Q1 		$844K Buy
24,963
+3,160
+14% +$111K 0.02% 686
2025
Q4 		$758K Buy
21,803
+1,415
+7% +$48.8K 0.02% 724
2025
Q3 		$685K Hold
20,388
– – 0.02% 726
2025
Q2 		$651K Buy
20,388
+6,850
+51% +$206K 0.02% 679
2025
Q1 		$407K Buy
13,538
+4,989
+58% +$154K 0.01% 790
2024
Q4 		$260K Hold
8,549
– – 0.01% 956
2024
Q3 		$264K Hold
8,549
– – 0.01% 928
2024
Q2 		$247K Hold
8,549
– – 0.01% 932
2024
Q1 		$240K Buy
+8,549
New +$231K 0.01% 889

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

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

Independent Financial Group increased its Zacks Earnings Consistent Portfolio ETF (ZECP) stake by 4.4% in Q2 2026, buying an estimated $39.7K and bringing the position to 26,053 shares worth $983K. The position accounts for 0.02% of the portfolio, ranked #695.

Independent Financial Group first reported a position in ZECP in Q1 2024 and has held it in 10 quarters since. 79 funds tracked by Wall St. Rank hold ZECP as of Q2 2026.

  • Independent Financial Group held 26,053 shares of Zacks Earnings Consistent Portfolio ETF worth $983K as of Q2 2026.
  • Independent Financial Group bought 1,090 Zacks Earnings Consistent Portfolio ETF shares in Q2 2026, an estimated $39.7K.
  • Zacks Earnings Consistent Portfolio ETF made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #695 holding.
  • Independent Financial Group first reported a position in Zacks Earnings Consistent Portfolio ETF in Q1 2024 and has held it in 10 quarters since.
  • 79 funds tracked by Wall St. Rank held Zacks Earnings Consistent Portfolio ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.