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 Q2	$2.69M	Sell	81,688 -4,054	-5%	-$126K	0.03%	620
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

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

OFS

OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return

Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return

BFS

Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OWM

OneAscent Wealth Management Birmingham, Alabama $336M AUM 20.38% 1-Year Est. Return

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

OCFG

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

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

PFG

PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return

Atria Investments's ELCV Position: Q2 2026 in Review

Atria Investments reduced its Eventide High Dividend ETF (ELCV) stake by 4.7% in Q2 2026, selling an estimated $126K and leaving 81,688 shares worth $2.69M. The position accounts for 0.03% of the portfolio, ranked #620.

Atria Investments first reported a position in ELCV in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.7M in Q4 2024. 65 funds tracked by Wall St. Rank hold ELCV as of Q2 2026.

Atria Investments held 81,688 shares of Eventide High Dividend ETF worth $2.69M as of Q2 2026.
Atria Investments sold 4,054 Eventide High Dividend ETF shares in Q2 2026, an estimated $126K.
Eventide High Dividend ETF made up 0.03% of Atria Investments's portfolio in Q2 2026, its #620 holding.
Atria Investments first reported a position in Eventide High Dividend ETF in Q4 2024 and has held it in 7 quarters since.
Atria Investments's Eventide High Dividend ETF position peaked at $13.7M in Q4 2024.
65 funds tracked by Wall St. Rank held Eventide High Dividend ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.