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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
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 $7.52B AUM 29.01% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 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 $1.88B AUM 29.07% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
BWP
Balboa Wealth Partners Scottsdale, Arizona $596M AUM 40.89% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return

Summit Financial's ZECP Position: Q1 2026 in Review

Summit Financial reduced its Zacks Earnings Consistent Portfolio ETF (ZECP) stake by 5.9% in Q1 2026, selling an estimated $50.7K and leaving 23,223 shares worth $786K. The position accounts for 0.01% of the portfolio, ranked #862.

Summit Financial first reported a position in ZECP in Q3 2025 and has held it in 3 quarters since. The position peaked at $864K in Q4 2025. 71 funds tracked by Wall St. Rank hold ZECP as of Q1 2026.

  • Summit Financial held 23,223 shares of Zacks Earnings Consistent Portfolio ETF worth $786K as of Q1 2026.
  • Summit Financial sold 1,444 Zacks Earnings Consistent Portfolio ETF shares in Q1 2026, an estimated $50.7K.
  • Zacks Earnings Consistent Portfolio ETF made up 0.01% of Summit Financial's portfolio in Q1 2026, its #862 holding.
  • Summit Financial first reported a position in Zacks Earnings Consistent Portfolio ETF in Q3 2025 and has held it in 3 quarters since.
  • Summit Financial's Zacks Earnings Consistent Portfolio ETF position peaked at $864K in Q4 2025.
  • 71 funds tracked by Wall St. Rank held Zacks Earnings Consistent Portfolio ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.