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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$735K Buy
28,269
+4,558
+19% +$118K 0.08% 70
2025
Q1
$560K Buy
+23,711
New +$560K 0.07% 88