Blue Trust Inc’s Eventide US Market ETF ESUM Stock Holding History

Blue Trust Inc’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	$3.42M	Buy	+112,911	New	+$3.45M	0.04%	143

Other funds holding ESUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

O'Connor Financial Group Quincy, Illinois $282M AUM 11.62% 1-Year Est. Return

Strategic Equity Management Tucson, Arizona $116M AUM 17.63% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Silver Oak Securities Jackson, Tennessee $1.36B AUM 21.31% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return

Blue Trust Inc's ESUM Position: Q3 2026 in Review

Blue Trust Inc opened a new position in Eventide US Market ETF (ESUM) in Q3 2026: 112,911 shares worth $3.42M. The stake represents 0.04% of the portfolio and ranks #143 among its holdings.

28 funds tracked by Wall St. Rank hold ESUM as of Q3 2026.

Blue Trust Inc held 112,911 shares of Eventide US Market ETF worth $3.42M as of Q3 2026.
Eventide US Market ETF was a new Blue Trust Inc position in Q3 2026.
Eventide US Market ETF made up 0.04% of Blue Trust Inc's portfolio in Q3 2026, its #143 holding.
28 funds tracked by Wall St. Rank held Eventide US Market ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.