4WM
ELCV

49 Wealth Management’s Eventide High Dividend ETF ELCV Stock Holding History

49 Wealth Management’s Portfolio ELCV Stock Details ELCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.17M Sell
40,364
-1,362
-3% -$38.9K 0.09% 65
2025
Q4 		$1.11M Buy
41,726
+1,841
+5% +$49.2K 0.09% 64
2025
Q3 		$1.07M Buy
39,885
+12,123
+44% +$316K 0.1% 59
2025
Q2 		$705K Buy
27,762
+1,797
+7% +$43.8K 0.08% 73
2025
Q1 		$646K Buy
25,965
+11,550
+80% +$295K 0.08% 78
2024
Q4 		$356K Buy
+14,415
New +$370K 0.05% 107

Other funds holding ELCV

OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $378M AUM 15.71% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $302M AUM 15.12% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

49 Wealth Management's ELCV Position: Q1 2026 in Review

49 Wealth Management reduced its Eventide High Dividend ETF (ELCV) stake by 3.3% in Q1 2026, selling an estimated $38.9K and leaving 40,364 shares worth $1.17M. The position accounts for 0.09% of the portfolio, ranked #65.

49 Wealth Management first reported a position in ELCV in Q4 2024 and has held it in 6 quarters since. 51 funds tracked by Wall St. Rank hold ELCV as of Q1 2026.

  • 49 Wealth Management held 40,364 shares of Eventide High Dividend ETF worth $1.17M as of Q1 2026.
  • 49 Wealth Management sold 1,362 Eventide High Dividend ETF shares in Q1 2026, an estimated $38.9K.
  • Eventide High Dividend ETF made up 0.09% of 49 Wealth Management's portfolio in Q1 2026, its #65 holding.
  • 49 Wealth Management first reported a position in Eventide High Dividend ETF in Q4 2024 and has held it in 6 quarters since.
  • 51 funds tracked by Wall St. Rank held Eventide High Dividend ETF as of Q1 2026.

Based on 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.