Atria Investments’s Eventide High Dividend ETF ELCV Stock Holding History

Atria Investments’s Portfolio ELCV Stock Details ELCV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.49M	Sell	85,742 -9,209	-10%	-$263K	0.03%	613
2025 Q4	$2.52M	Sell	94,951 -220,679	-70%	-$5.89M	0.03%	624
2025 Q3	$8.44M	Sell	315,630 -18,618	-6%	-$486K	0.1%	234
2025 Q2	$8.49M	Buy	334,248 +56,513	+20%	+$1.38M	0.1%	229
2025 Q1	$6.91M	Sell	277,735 -274,641	-50%	-$7M	0.09%	265
2024 Q4	$13.7M	Buy	+552,376	New	+$14.2M	0.17%	129

Other funds holding ELCV

OFS

OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return

Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return

BFS

Bare Financial Services Gap, Pennsylvania $378M AUM 15.71% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

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

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

OWM

OneAscent Wealth Management Birmingham, Alabama $302M AUM 15.12% 1-Year Est. Return

OCFG

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

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

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Atria Investments's ELCV Position: Q1 2026 in Review

Atria Investments reduced its Eventide High Dividend ETF (ELCV) stake by 9.7% in Q1 2026, selling an estimated $263K and leaving 85,742 shares worth $2.49M. The position accounts for 0.03% of the portfolio, ranked #613.

Atria Investments first reported a position in ELCV in Q4 2024 and has held it in 6 quarters since. The position peaked at $13.7M in Q4 2024. 51 funds tracked by Wall St. Rank hold ELCV as of Q1 2026.

Atria Investments held 85,742 shares of Eventide High Dividend ETF worth $2.49M as of Q1 2026.
Atria Investments sold 9,209 Eventide High Dividend ETF shares in Q1 2026, an estimated $263K.
Eventide High Dividend ETF made up 0.03% of Atria Investments's portfolio in Q1 2026, its #613 holding.
Atria Investments first reported a position in Eventide High Dividend ETF in Q4 2024 and has held it in 6 quarters since.
Atria Investments's Eventide High Dividend ETF position peaked at $13.7M in Q4 2024.
51 funds tracked by Wall St. Rank held Eventide High Dividend ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.