AF
ESUM

Advisornet Financial’s Eventide US Market ETF ESUM Stock Holding History

Advisornet Financial’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 		$5.86K Hold
224
– – ﹤0.01% 1692
2025
Q4 		$6.03K Hold
224
– – ﹤0.01% 1688
2025
Q3 		$6.09K Hold
224
– – ﹤0.01% 1652
2025
Q2 		$5.82K Buy
+224
New +$5.42K ﹤0.01% 1630

Other funds holding ESUM

CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
MI
Moneywise Inc Forest, Virginia $229M AUM 19.21% 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
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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Advisornet Financial's ESUM Position: Q1 2026 in Review

Advisornet Financial held its Eventide US Market ETF (ESUM) position steady in Q1 2026 at 224 shares worth $5.86K. The position accounts for ﹤0.01% of the portfolio, ranked #1692.

Advisornet Financial first reported a position in ESUM in Q2 2025 and has held it in 4 quarters since. The position peaked at $6.09K in Q3 2025. 38 funds tracked by Wall St. Rank hold ESUM as of Q1 2026.

  • Advisornet Financial held 224 shares of Eventide US Market ETF worth $5.86K as of Q1 2026.
  • Advisornet Financial left its Eventide US Market ETF share count unchanged in Q1 2026.
  • Eventide US Market ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q1 2026, its #1692 holding.
  • Advisornet Financial first reported a position in Eventide US Market ETF in Q2 2025 and has held it in 4 quarters since.
  • Advisornet Financial's Eventide US Market ETF position peaked at $6.09K in Q3 2025.
  • 38 funds tracked by Wall St. Rank held Eventide US Market ETF as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.