49 Wealth Management’s Eventide Large Cap Growth ETF ESLG Stock Holding History

49 Wealth Management’s Portfolio ESLG Stock Details ESLG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-33,731	Closed	-$787K	–	310
2026 Q1	$787K	Buy	33,731 +5,966	+21%	+$147K	0.06%	87
2025 Q4	$693K	Buy	+27,765	New	+$699K	0.06%	86

Other funds holding ESLG

OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return

Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return

49 Wealth Management's ESLG Position: Q2 2026 in Review

49 Wealth Management sold out of Eventide Large Cap Growth ETF (ESLG) in Q2 2026, closing a stake of 33,731 shares — an estimated $787K sold.

49 Wealth Management first reported a position in ESLG in Q4 2025 and held it in 2 quarters. The position peaked at $787K in Q1 2026. 15 funds tracked by Wall St. Rank hold ESLG as of Q2 2026.

49 Wealth Management reported no remaining Eventide Large Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
49 Wealth Management sold 33,731 Eventide Large Cap Growth ETF shares in Q2 2026, an estimated $787K.
49 Wealth Management first reported a position in Eventide Large Cap Growth ETF in Q4 2025 and held it in 2 quarters.
49 Wealth Management's Eventide Large Cap Growth ETF position peaked at $787K in Q1 2026.
15 funds tracked by Wall St. Rank held Eventide Large Cap Growth ETF as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.