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 Q2	$8.83M	Buy	233,900 +2,695	+1%	+$98.2K	0.76%	28
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 $8.83B AUM 38.5% 1-Year Est. Return

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 Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

SFG

Strive Financial Group Carmel, Indiana $230M AUM

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

NWM

Navigation Wealth Management Fort Collins, Colorado $72.6M AUM 19.86% 1-Year Est. Return

TRUE Private Wealth Advisors's ZECP Position: Q2 2026 in Review

TRUE Private Wealth Advisors increased its Zacks Earnings Consistent Portfolio ETF (ZECP) stake by 1.2% in Q2 2026, buying an estimated $98.2K and bringing the position to 233,900 shares worth $8.83M. The position accounts for 0.76% of the portfolio, ranked #28.

TRUE Private Wealth Advisors first reported a position in ZECP in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.99M in Q3 2025. 79 funds tracked by Wall St. Rank hold ZECP as of Q2 2026.

TRUE Private Wealth Advisors held 233,900 shares of Zacks Earnings Consistent Portfolio ETF worth $8.83M as of Q2 2026.
TRUE Private Wealth Advisors bought 2,695 Zacks Earnings Consistent Portfolio ETF shares in Q2 2026, an estimated $98.2K.
Zacks Earnings Consistent Portfolio ETF made up 0.76% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #28 holding.
TRUE Private Wealth Advisors first reported a position in Zacks Earnings Consistent Portfolio ETF in Q4 2024 and has held it in 7 quarters since.
TRUE Private Wealth Advisors's Zacks Earnings Consistent Portfolio ETF position peaked at $8.99M in Q3 2025.
79 funds tracked by Wall St. Rank held Zacks Earnings Consistent Portfolio ETF as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.