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Simplicity Wealth’s Zacks Earnings Consistent Portfolio ETF ZECP Stock Holding History

Simplicity Wealth’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 		$1.91M Buy
50,670
+1,874
+4% +$68.3K 0.06% 289
2026
Q1 		$1.65M Sell
48,796
-695
-1% -$24.4K 0.09% 212
2025
Q4 		$1.72M Sell
49,491
-9,343
-16% -$322K 0.1% 192
2025
Q3 		$1.98M Buy
+58,834
New +$1.93M 0.11% 191
2025
Q2 		– Sell
-61,750
Closed -$1.86M – 674
2025
Q1 		$1.86M Buy
+61,750
New +$1.91M 0.14% 160

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

Simplicity Wealth's ZECP Position: Q2 2026 in Review

Simplicity Wealth increased its Zacks Earnings Consistent Portfolio ETF (ZECP) stake by 3.8% in Q2 2026, buying an estimated $68.3K and bringing the position to 50,670 shares worth $1.91M. The position accounts for 0.06% of the portfolio, ranked #289.

Simplicity Wealth first reported a position in ZECP in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.98M in Q3 2025. 79 funds tracked by Wall St. Rank hold ZECP as of Q2 2026.

  • Simplicity Wealth held 50,670 shares of Zacks Earnings Consistent Portfolio ETF worth $1.91M as of Q2 2026.
  • Simplicity Wealth bought 1,874 Zacks Earnings Consistent Portfolio ETF shares in Q2 2026, an estimated $68.3K.
  • Zacks Earnings Consistent Portfolio ETF made up 0.06% of Simplicity Wealth's portfolio in Q2 2026, its #289 holding.
  • Simplicity Wealth first reported a position in Zacks Earnings Consistent Portfolio ETF in Q1 2025 and has held it in 5 quarters since.
  • Simplicity Wealth's Zacks Earnings Consistent Portfolio ETF position peaked at $1.98M in Q3 2025.
  • 79 funds tracked by Wall St. Rank held Zacks Earnings Consistent Portfolio ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.