49 Wealth Management’s Eventide US Market ETF ESUM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$870K	Sell	33,224 -52,421	-61%	-$1.43M	0.07%	84
2025 Q4	$2.31M	Buy	85,645 +46,067	+116%	+$1.25M	0.19%	44
2025 Q3	$1.08M	Buy	39,578 +11,309	+40%	+$301K	0.1%	58
2025 Q2	$735K	Buy	28,269 +4,558	+19%	+$110K	0.08%	70
2025 Q1	$560K	Buy	+23,711	New	+$584K	0.07%	88

Other funds holding ESUM

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SEM

Strategic Equity Management Tucson, Arizona $266M AUM 20.85% 1-Year Est. Return

OCFG

O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return

Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

PFG

PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

49 Wealth Management reduced its Eventide US Market ETF (ESUM) stake by 61% in Q1 2026, selling an estimated $1.43M and leaving 33,224 shares worth $870K. The position accounts for 0.07% of the portfolio, ranked #84.

49 Wealth Management first reported a position in ESUM in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.31M in Q4 2025. 38 funds tracked by Wall St. Rank hold ESUM as of Q1 2026.

49 Wealth Management held 33,224 shares of Eventide US Market ETF worth $870K as of Q1 2026.
49 Wealth Management sold 52,421 Eventide US Market ETF shares in Q1 2026, an estimated $1.43M.
Eventide US Market ETF made up 0.07% of 49 Wealth Management's portfolio in Q1 2026, its #84 holding.
49 Wealth Management first reported a position in Eventide US Market ETF in Q1 2025 and has held it in 5 quarters since.
49 Wealth Management's Eventide US Market ETF position peaked at $2.31M in Q4 2025.
38 funds tracked by Wall St. Rank held Eventide US Market ETF as of Q1 2026.

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