BAM Wealth Management
ESUM icon

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

BAM Wealth Management’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
Q3 		$290K Sell
9,595
-827
-8% -$25.3K 0.16% 150
2026
Q2 		$319K Sell
10,422
-47
-0.4% -$1.36K 0.2% 131
2026
Q1 		$274K Buy
+10,469
New +$285K 0.21% 127

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Geneos Wealth Management
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LPL Financial
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OneAscent Financial Services
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Silver Oak Securities
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BAM Wealth Management's ESUM Position: Q3 2026 in Review

BAM Wealth Management reduced its Eventide US Market ETF (ESUM) stake by 7.9% in Q3 2026, selling an estimated $25.3K and leaving 9,595 shares worth $290K. The position accounts for 0.16% of the portfolio, ranked #150.

BAM Wealth Management first reported a position in ESUM in Q1 2026 and has held it in 3 quarters since. The position peaked at $319K in Q2 2026. 29 funds tracked by Wall St. Rank hold ESUM as of Q3 2026.

  • BAM Wealth Management held 9,595 shares of Eventide US Market ETF worth $290K as of Q3 2026.
  • BAM Wealth Management sold 827 Eventide US Market ETF shares in Q3 2026, an estimated $25.3K.
  • Eventide US Market ETF made up 0.16% of BAM Wealth Management's portfolio in Q3 2026, its #150 holding.
  • BAM Wealth Management first reported a position in Eventide US Market ETF in Q1 2026 and has held it in 3 quarters since.
  • BAM Wealth Management's Eventide US Market ETF position peaked at $319K in Q2 2026.
  • 29 funds tracked by Wall St. Rank held Eventide US Market ETF as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.