CF
ESUM

Centaurus Financial’s Eventide US Market ETF ESUM Stock Holding History

Centaurus Financial’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
Q1 		– Sell
-8,741
Closed -$235K – 1145
2025
Q4 		$235K Buy
8,741
+4
+0% +$109 0.01% 751
2025
Q3 		$237K Buy
+8,737
New +$233K 0.01% 750

Other funds holding ESUM

CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SEM
Strategic Equity Management Tucson, Arizona $266M AUM 20.85% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $229M AUM 19.21% 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 $586M AUM 15.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Centaurus Financial's ESUM Position: Q1 2026 in Review

Centaurus Financial sold out of Eventide US Market ETF (ESUM) in Q1 2026, closing a stake of 8,741 shares — an estimated $235K sold.

Centaurus Financial first reported a position in ESUM in Q3 2025 and held it in 2 quarters. The position peaked at $237K in Q3 2025. 38 funds tracked by Wall St. Rank hold ESUM as of Q1 2026.

  • Centaurus Financial reported no remaining Eventide US Market ETF position as of Q1 2026 after selling out during the quarter.
  • Centaurus Financial sold 8,741 Eventide US Market ETF shares in Q1 2026, an estimated $235K.
  • Centaurus Financial first reported a position in Eventide US Market ETF in Q3 2025 and held it in 2 quarters.
  • Centaurus Financial's Eventide US Market ETF position peaked at $237K in Q3 2025.
  • 38 funds tracked by Wall St. Rank held Eventide US Market ETF as of Q1 2026.

Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.