BFC
ELCV

Bedel Financial Consulting’s Eventide High Dividend ETF ELCV Stock Holding History

Bedel Financial Consulting’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 		$329K Sell
10,014
-283
-3% -$8.81K 0.03% 231
2026
Q1 		$299K Buy
10,297
+1,764
+21% +$50.4K 0.03% 227
2025
Q4 		$226K Buy
8,533
+7
+0.1% +$187 0.02% 263
2025
Q3 		$228K Buy
+8,526
New +$223K 0.03% 256

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
FA
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
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
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
LI
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

Bedel Financial Consulting's ELCV Position: Q2 2026 in Review

Bedel Financial Consulting reduced its Eventide High Dividend ETF (ELCV) stake by 2.7% in Q2 2026, selling an estimated $8.81K and leaving 10,014 shares worth $329K. The position accounts for 0.03% of the portfolio, ranked #231.

Bedel Financial Consulting first reported a position in ELCV in Q3 2025 and has held it in 4 quarters since. 65 funds tracked by Wall St. Rank hold ELCV as of Q2 2026.

  • Bedel Financial Consulting held 10,014 shares of Eventide High Dividend ETF worth $329K as of Q2 2026.
  • Bedel Financial Consulting sold 283 Eventide High Dividend ETF shares in Q2 2026, an estimated $8.81K.
  • Eventide High Dividend ETF made up 0.03% of Bedel Financial Consulting's portfolio in Q2 2026, its #231 holding.
  • Bedel Financial Consulting first reported a position in Eventide High Dividend ETF in Q3 2025 and has held it in 4 quarters since.
  • 65 funds tracked by Wall St. Rank held Eventide High Dividend ETF as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.