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

Summit Financial’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 		$709K Sell
18,798
-4,425
-19% -$161K 0.01% 967
2026
Q1 		$786K Sell
23,223
-1,444
-6% -$50.7K 0.01% 862
2025
Q4 		$864K Buy
24,667
+2,346
+11% +$80.9K 0.01% 712
2025
Q3 		$750K Buy
+22,321
New +$731K 0.01% 741

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

Summit Financial's ZECP Position: Q2 2026 in Review

Summit Financial reduced its Zacks Earnings Consistent Portfolio ETF (ZECP) stake by 19% in Q2 2026, selling an estimated $161K and leaving 18,798 shares worth $709K. The position accounts for 0.01% of the portfolio, ranked #967.

Summit Financial first reported a position in ZECP in Q3 2025 and has held it in 4 quarters since. The position peaked at $864K in Q4 2025. 79 funds tracked by Wall St. Rank hold ZECP as of Q2 2026.

  • Summit Financial held 18,798 shares of Zacks Earnings Consistent Portfolio ETF worth $709K as of Q2 2026.
  • Summit Financial sold 4,425 Zacks Earnings Consistent Portfolio ETF shares in Q2 2026, an estimated $161K.
  • Zacks Earnings Consistent Portfolio ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #967 holding.
  • Summit Financial first reported a position in Zacks Earnings Consistent Portfolio ETF in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial's Zacks Earnings Consistent Portfolio ETF position peaked at $864K in Q4 2025.
  • 79 funds tracked by Wall St. Rank held Zacks Earnings Consistent Portfolio ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.