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 Q3	$8.96M	Buy	241,325 +7,425	+3%	+$281K	0.76%	29
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.91B AUM 20.79% 1-Year Est. Return

Virtue Capital Management Brentwood, Tennessee $768M AUM 30.82% 1-Year Est. Return

Navigation Wealth Management Fort Collins, Colorado $66.1M AUM 12.42% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.27% 1-Year Est. Return

Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

TRUE Private Wealth Advisors's ZECP Position: Q3 2026 in Review

TRUE Private Wealth Advisors increased its Zacks Earnings Consistent Portfolio ETF (ZECP) stake by 3.2% in Q3 2026, buying an estimated $281K and bringing the position to 241,325 shares worth $8.96M. The position accounts for 0.76% of the portfolio, ranked #29.

TRUE Private Wealth Advisors first reported a position in ZECP in Q4 2024 and has held it in 8 quarters since. The position peaked at $8.99M in Q3 2025. 41 funds tracked by Wall St. Rank hold ZECP as of Q3 2026.

TRUE Private Wealth Advisors held 241,325 shares of Zacks Earnings Consistent Portfolio ETF worth $8.96M as of Q3 2026.
TRUE Private Wealth Advisors bought 7,425 Zacks Earnings Consistent Portfolio ETF shares in Q3 2026, an estimated $281K.
Zacks Earnings Consistent Portfolio ETF made up 0.76% of TRUE Private Wealth Advisors's portfolio in Q3 2026, its #29 holding.
TRUE Private Wealth Advisors first reported a position in Zacks Earnings Consistent Portfolio ETF in Q4 2024 and has held it in 8 quarters since.
TRUE Private Wealth Advisors's Zacks Earnings Consistent Portfolio ETF position peaked at $8.99M in Q3 2025.
41 funds tracked by Wall St. Rank held Zacks Earnings Consistent Portfolio ETF as of Q3 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.