Vise Technologies
ZECP icon

Vise Technologies’s Zacks Earnings Consistent Portfolio ETF ZECP Stock Holding History

Vise Technologies’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
-7,743
Closed -$292K – 2228
2026
Q2 		$292K Sell
7,743
-14,607
-65% -$532K ﹤0.01% 1464
2026
Q1 		$777K Hold
22,350
– – 0.02% 676
2025
Q4 		$777K Buy
+22,350
New +$771K 0.02% 681

Other funds holding ZECP

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.91B AUM 20.79% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
Virtue Capital Management
Virtue Capital Management Brentwood, Tennessee $768M AUM 30.82% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Ignite Planners
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
EV
EJMK Ventures Itasca, Illinois $237M AUM 22.43% 1-Year Est. Return

Vise Technologies's ZECP Position: Q3 2026 in Review

Vise Technologies sold out of Zacks Earnings Consistent Portfolio ETF (ZECP) in Q3 2026, closing a stake of 7,743 shares — an estimated $292K sold.

Vise Technologies first reported a position in ZECP in Q4 2025 and held it in 3 quarters. The position peaked at $777K in Q1 2026. 33 funds tracked by Wall St. Rank hold ZECP as of Q3 2026.

  • Vise Technologies reported no remaining Zacks Earnings Consistent Portfolio ETF position as of Q3 2026 after selling out during the quarter.
  • Vise Technologies sold 7,743 Zacks Earnings Consistent Portfolio ETF shares in Q3 2026, an estimated $292K.
  • Vise Technologies first reported a position in Zacks Earnings Consistent Portfolio ETF in Q4 2025 and held it in 3 quarters.
  • Vise Technologies's Zacks Earnings Consistent Portfolio ETF position peaked at $777K in Q1 2026.
  • 33 funds tracked by Wall St. Rank held Zacks Earnings Consistent Portfolio ETF as of Q3 2026.

Based on Vise Technologies's 13F filing for Q3 2026, filed 29 Oct 2026.