BGAI
ESN

Bruce G. Allen Investments’s Essential 40 Stock ETF ESN Stock Holding History

Bruce G. Allen Investments’s Portfolio ESN Stock Details ESN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.2K Hold
411
– – ﹤0.01% 524
2025
Q4 		$7.05K Buy
+411
New +$7.05K ﹤0.01% 515

Other funds holding ESN

SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
KF
KKM Financial Chicago, Illinois $563M AUM 28.2% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bruce G. Allen Investments's ESN Position: Q1 2026 in Review

Bruce G. Allen Investments held its Essential 40 Stock ETF (ESN) position steady in Q1 2026 at 411 shares worth $7.2K. The position accounts for ﹤0.01% of the portfolio, ranked #524.

Bruce G. Allen Investments first reported a position in ESN in Q4 2025 and has held it in 2 quarters since. 24 funds tracked by Wall St. Rank hold ESN as of Q1 2026.

  • Bruce G. Allen Investments held 411 shares of Essential 40 Stock ETF worth $7.2K as of Q1 2026.
  • Bruce G. Allen Investments left its Essential 40 Stock ETF share count unchanged in Q1 2026.
  • Essential 40 Stock ETF made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q1 2026, its #524 holding.
  • Bruce G. Allen Investments first reported a position in Essential 40 Stock ETF in Q4 2025 and has held it in 2 quarters since.
  • 24 funds tracked by Wall St. Rank held Essential 40 Stock ETF as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.