Valley Wealth Managers
ZECP icon

Valley Wealth Managers’s Zacks Earnings Consistent Portfolio ETF ZECP Stock Holding History

Valley Wealth Managers’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 		– Sell
-197
Closed -$7.44K – 361
2026
Q2 		$7.44K Buy
+197
New +$7.18K ﹤0.01% 296

Other funds holding ZECP

TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
Balboa Wealth Partners
Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Ignite Planners
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
EV
EJMK Ventures Itasca, Illinois $237M AUM 22.43% 1-Year Est. Return
Unique Wealth
Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return
Integrity Wealth Partners
Integrity Wealth Partners Walnut Creek, California $129M AUM
Carter Financial Group
Carter Financial Group Barrington, Illinois $196M AUM 20.26% 1-Year Est. Return
Discipline Wealth Solutions
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Valley Wealth Managers's ZECP Position: Q3 2026 in Review

Valley Wealth Managers sold out of Zacks Earnings Consistent Portfolio ETF (ZECP) in Q3 2026, closing a stake of 197 shares — an estimated $7.44K sold.

Valley Wealth Managers first reported a position in ZECP in Q2 2026 and held it in 1 quarter. The position peaked at $7.44K in Q2 2026. 22 funds tracked by Wall St. Rank hold ZECP as of Q3 2026.

  • Valley Wealth Managers reported no remaining Zacks Earnings Consistent Portfolio ETF position as of Q3 2026 after selling out during the quarter.
  • Valley Wealth Managers sold 197 Zacks Earnings Consistent Portfolio ETF shares in Q3 2026, an estimated $7.44K.
  • Valley Wealth Managers first reported a position in Zacks Earnings Consistent Portfolio ETF in Q2 2026 and held it in 1 quarter.
  • Valley Wealth Managers's Zacks Earnings Consistent Portfolio ETF position peaked at $7.44K in Q2 2026.
  • 22 funds tracked by Wall St. Rank held Zacks Earnings Consistent Portfolio ETF as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.