Allworth Financial’s Essential 40 Stock ETF ESN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$313K Buy
19,547
+1,970
+11% +$31.6K ﹤0.01% 996
2025
Q1
$261K Hold
17,577
﹤0.01% 862
2024
Q4
$270K Buy
+17,577
New +$270K ﹤0.01% 850