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TRUE Private Wealth Advisors’s Zacks Earnings Consistent Portfolio ETF ZECP Stock Holding History

TRUE Private Wealth Advisors’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 		$7.82M Sell
231,205
-22,554
-9% -$792K 0.75% 27
2025
Q4 		$8.82M Sell
253,759
-13,729
-5% -$474K 0.88% 25
2025
Q3 		$8.99M Sell
267,488
-5,477
-2% -$179K 0.92% 25
2025
Q2 		$8.71M Buy
272,965
+37,916
+16% +$1.14M 0.98% 23
2025
Q1 		$7.07M Buy
235,049
+53,782
+30% +$1.66M 0.86% 24
2024
Q4 		$5.52M Buy
+181,267
New +$5.66M 0.67% 23

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 $1.6B AUM 20.7% 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

TRUE Private Wealth Advisors's ZECP Position: Q1 2026 in Review

TRUE Private Wealth Advisors reduced its Zacks Earnings Consistent Portfolio ETF (ZECP) stake by 8.9% in Q1 2026, selling an estimated $792K and leaving 231,205 shares worth $7.82M. The position accounts for 0.75% of the portfolio, ranked #27.

TRUE Private Wealth Advisors first reported a position in ZECP in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.99M in Q3 2025. 71 funds tracked by Wall St. Rank hold ZECP as of Q1 2026.

  • TRUE Private Wealth Advisors held 231,205 shares of Zacks Earnings Consistent Portfolio ETF worth $7.82M as of Q1 2026.
  • TRUE Private Wealth Advisors sold 22,554 Zacks Earnings Consistent Portfolio ETF shares in Q1 2026, an estimated $792K.
  • Zacks Earnings Consistent Portfolio ETF made up 0.75% of TRUE Private Wealth Advisors's portfolio in Q1 2026, its #27 holding.
  • TRUE Private Wealth Advisors first reported a position in Zacks Earnings Consistent Portfolio ETF in Q4 2024 and has held it in 6 quarters since.
  • TRUE Private Wealth Advisors's Zacks Earnings Consistent Portfolio ETF position peaked at $8.99M in Q3 2025.
  • 71 funds tracked by Wall St. Rank held Zacks Earnings Consistent Portfolio ETF as of Q1 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.