BWM
ESUM

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
Q2 		$319K Sell
10,422
-47
-0.4% -$1.35K 0.2% 131
2026
Q1 		$274K Buy
+10,469
New +$285K 0.21% 127

Other funds holding ESUM

Wealth Enhancement Advisory Services
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
MI
Moneywise Inc Forest, Virginia $268M AUM 24.05% 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 $673M AUM 21.2% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

BAM Wealth Management's ESUM Position: Q2 2026 in Review

BAM Wealth Management reduced its Eventide US Market ETF (ESUM) stake by 0.45% in Q2 2026, selling an estimated $1.35K and leaving 10,422 shares worth $319K. The position accounts for 0.2% of the portfolio, ranked #131.

BAM Wealth Management first reported a position in ESUM in Q1 2026 and has held it in 2 quarters since. 22 funds tracked by Wall St. Rank hold ESUM as of Q2 2026.

  • BAM Wealth Management held 10,422 shares of Eventide US Market ETF worth $319K as of Q2 2026.
  • BAM Wealth Management sold 47 Eventide US Market ETF shares in Q2 2026, an estimated $1.35K.
  • Eventide US Market ETF made up 0.2% of BAM Wealth Management's portfolio in Q2 2026, its #131 holding.
  • BAM Wealth Management first reported a position in Eventide US Market ETF in Q1 2026 and has held it in 2 quarters since.
  • 22 funds tracked by Wall St. Rank held Eventide US Market ETF as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.